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 | $69,885 | $165,335-57.7% | $149,696-53.3% | $158,922-56.0% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 21.52% | 348.15%-326.6pp | 276.60%-255.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,332 | $5,103-73.9% | $4,644-71.3% | $4,761-72.0% |
| Participant deferral / active EE | $3,899 | $7,181-45.7% | $6,842-43.0% | $5,982-34.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |