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 | $81,369 | $175,202-53.6% | $149,673-45.6% | $139,434-41.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.17% | 166.71%-150.5pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,672 | $5,474-32.9% | $4,818-23.8% | $4,751-22.7% |
| Participant deferral / active EE | $7,789 | $6,519+19.5% | $5,680+37.1% | $6,710+16.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |