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 | $44,874 | $209,411-78.6% | $178,490-74.9% | $158,922-71.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 15.61% | 188.75%-173.1pp | 151.07%-135.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,842 | $5,706-67.7% | $5,011-63.2% | $4,761-61.3% |
| Participant deferral / active EE | $4,974 | $5,954-16.5% | $5,202-4.4% | $5,982-16.9% |
| Admin fee / account holder | $172 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |