See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,712 | $201,272-63.4% | $184,203-60.0% | $145,922-49.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.99% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $3,890 | $7,022-44.6% | $6,427-39.5% | $4,660-16.5% |
| Participant deferral / active EE | $6,651 | $9,806-32.2% | $9,131-27.2% | $6,688-0.6% |
| Admin fee / account holder | $295 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |