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 | $63,237 | $148,534-57.4% | $135,903-53.5% | $139,434-54.6% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 18.34% | 79.19%-60.8pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,349 | $5,243-17.1% | $4,856-10.5% | $4,751-8.5% |
| Participant deferral / active EE | $10,339 | $8,100+27.6% | $7,758+33.3% | $6,710+54.1% |
| Admin fee / account holder | $227 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |