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 | $63,922 | $112,096-43.0% | $95,952-33.4% | $158,922-59.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 12.41% | 171.09%-158.7pp | 91.61%-79.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,642 | $3,198-48.7% | $2,541-35.4% | $4,761-65.5% |
| Participant deferral / active EE | $3,909 | $4,784-18.3% | $4,167-6.2% | $5,982-34.7% |
| Admin fee / account holder | $4 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |