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 | $63,437 | $176,056-64.0% | $159,436-60.2% | $167,490-62.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.26% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,981 | $5,297-43.7% | $4,829-38.3% | $4,837-38.4% |
| Participant deferral / active EE | $3,597 | $7,750-53.6% | $7,352-51.1% | $6,341-43.3% |
| Admin fee / account holder | $190 | $12,554-98.5% | $10,799-98.2% | $12,309-98.5% |