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 | $102,671 | $148,534-30.9% | $135,903-24.5% | $139,434-26.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 22.83% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,327 | $5,243-55.6% | $4,856-52.1% | $4,751-51.0% |
| Participant deferral / active EE | $6,954 | $8,100-14.1% | $7,758-10.4% | $6,710+3.6% |
| Admin fee / account holder | $300 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |