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 6-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 | $29,545 | $165,335-82.1% | $149,696-80.3% | $158,922-81.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 50.60% | 348.15%-297.5pp | 276.60%-226.0pp | 302.83%-252.2pp |
| Employer contribution / active EE | $2,749 | $5,103-46.1% | $4,644-40.8% | $4,761-42.3% |
| Participant deferral / active EE | $6,474 | $7,181-9.8% | $6,842-5.4% | $5,982+8.2% |
| Admin fee / account holder | $88 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |