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 | $105,067 | $165,335-36.5% | $149,696-29.8% | $158,922-33.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.96% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,565 | $5,103-69.3% | $4,644-66.3% | $4,761-67.1% |
| Participant deferral / active EE | $3,098 | $7,181-56.9% | $6,842-54.7% | $5,982-48.2% |
| Admin fee / account holder | $50 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |