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 | $118,394 | $226,064-47.6% | $182,532-35.1% | $152,861-22.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 20.14% | 192.51%-172.4pp | 148.54%-128.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,255 | $4,978-54.7% | $4,076-44.7% | $4,762-52.7% |
| Participant deferral / active EE | $3,643 | $6,368-42.8% | $5,524-34.1% | $5,850-37.7% |
| Admin fee / account holder | $17 | $10,703-99.8% | $8,592-99.8% | $11,596-99.9% |