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 | $82,993 | $175,202-52.6% | $149,673-44.6% | $139,434-40.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 17.28% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,303 | $5,474-57.9% | $4,818-52.2% | $4,751-51.5% |
| Participant deferral / active EE | $5,179 | $6,519-20.5% | $5,680-8.8% | $6,710-22.8% |
| Admin fee / account holder | $187 | $16,150-98.8% | $13,210-98.6% | $11,403-98.4% |