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 | $66,194 | $165,335-60.0% | $149,696-55.8% | $158,922-58.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 13.38% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,505 | $5,103-70.5% | $4,644-67.6% | $4,761-68.4% |
| Participant deferral / active EE | $4,034 | $7,181-43.8% | $6,842-41.0% | $5,982-32.6% |
| Admin fee / account holder | $41 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |