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 6-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 | $68,730 | $165,335-58.4% | $149,696-54.1% | $158,922-56.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 8.51% | 348.15%-339.6pp | 276.60%-268.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,271 | $5,103-75.1% | $4,644-72.6% | $4,761-73.3% |
| Participant deferral / active EE | $2,660 | $7,181-63.0% | $6,842-61.1% | $5,982-55.5% |
| Admin fee / account holder | $222 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |