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 | $179,726-63.5% | $156,263-58.1% | $142,382-54.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 139.97% | 77.86%+62.1pp | 59.47%+80.5pp | 217.08%-77.1pp |
| Employer contribution / active EE | $1,843 | $5,069-63.6% | $4,333-57.5% | $4,299-57.1% |
| Participant deferral / active EE | $3,347 | $6,956-51.9% | $6,158-45.6% | $6,507-48.6% |
| Admin fee / account holder | $232 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |