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 | $65,524 | $178,174-63.2% | $156,181-58.0% | $137,256-52.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 139.97% | 84.19%+55.8pp | 64.87%+75.1pp | 220.34%-80.4pp |
| Employer contribution / active EE | $1,843 | $4,972-62.9% | $4,294-57.1% | $4,156-55.6% |
| Participant deferral / active EE | $3,347 | $6,888-51.4% | $6,132-45.4% | $6,407-47.8% |
| Admin fee / account holder | $232 | $17,404-98.7% | $14,586-98.4% | $12,270-98.1% |