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 | $103,594 | $165,335-37.3% | $149,696-30.8% | $158,922-34.8% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 15.97% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,931 | $5,103-42.6% | $4,644-36.9% | $4,761-38.4% |
| Participant deferral / active EE | $4,273 | $7,181-40.5% | $6,842-37.5% | $5,982-28.6% |
| Admin fee / account holder | $62 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |