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 | $50,114 | $165,335-69.7% | $149,696-66.5% | $158,922-68.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 24.94% | 348.15%-323.2pp | 276.60%-251.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,859 | $5,103-44.0% | $4,644-38.4% | $4,761-40.0% |
| Participant deferral / active EE | $5,974 | $7,181-16.8% | $6,842-12.7% | $5,982-0.1% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |