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 | $90,447 | $162,781-44.4% | $133,956-32.5% | $158,922-43.1% |
| Participation rate | 73.9% | 83.2%-9.3pp | 79.8%-5.9pp | 82.0%-8.0pp |
| Annual return | 14.36% | 41.94%-27.6pp | 45.09%-30.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,266 | $4,975-74.6% | $3,919-67.7% | $4,761-73.4% |
| Participant deferral / active EE | $3,591 | $5,911-39.3% | $5,048-28.9% | $5,982-40.0% |
| Admin fee / account holder | $226 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |