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 | $91,140 | $202,432-55.0% | $169,368-46.2% | $139,434-34.6% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 18.68% | 531.74%-513.1pp | 405.60%-386.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,969 | $4,692-36.7% | $4,013-26.0% | $4,751-37.5% |
| Participant deferral / active EE | $6,219 | $6,938-10.4% | $6,2210% | $6,710-7.3% |
| Admin fee / account holder | $57 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |