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 | $44,930 | $159,901-71.9% | $146,958-69.4% | $145,922-69.2% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 12.80% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,589 | $5,286-51.0% | $4,933-47.5% | $4,660-44.4% |
| Participant deferral / active EE | $5,850 | $8,428-30.6% | $8,070-27.5% | $6,688-12.5% |
| Admin fee / account holder | $265 | $15,044-98.2% | $12,998-98.0% | $13,397-98.0% |