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 | $82,425 | $152,587-46.0% | $125,175-34.2% | $152,861-46.1% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.4%-6.0pp |
| Annual return | 21.53% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,451 | $4,946-50.4% | $3,865-36.6% | $4,762-48.5% |
| Participant deferral / active EE | $3,555 | $5,868-39.4% | $4,937-28.0% | $5,850-39.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |