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 | $51,271 | $209,411-75.5% | $178,490-71.3% | $158,922-67.7% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.28% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $8,373 | $5,706+46.7% | $5,011+67.1% | $4,761+75.9% |
| Participant deferral / active EE | $6,653 | $5,954+11.7% | $5,202+27.9% | $5,982+11.2% |
| Admin fee / account holder | $197 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |