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 | $67,392 | $176,056-61.7% | $159,436-57.7% | $167,490-59.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.74% | 331.75%-315.0pp | 263.57%-246.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,350 | $5,297-55.6% | $4,829-51.3% | $4,837-51.4% |
| Participant deferral / active EE | $6,614 | $7,750-14.7% | $7,352-10.0% | $6,341+4.3% |
| Admin fee / account holder | $255 | $12,554-98.0% | $10,799-97.6% | $12,309-97.9% |