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 | $108,516 | $74,888+44.9% | $71,209+52.4% | $142,382-23.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 19.61% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,668 | $2,854-41.6% | $2,721-38.7% | $4,299-61.2% |
| Participant deferral / active EE | $5,746 | $4,454+29.0% | $4,175+37.6% | $6,507-11.7% |
| Admin fee / account holder | $235 | $5,568-95.8% | $5,349-95.6% | $12,624-98.1% |