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 | $54,551 | $209,411-74.0% | $178,490-69.4% | $158,922-65.7% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 19.17% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,086 | $5,706-63.4% | $5,011-58.4% | $4,761-56.2% |
| Participant deferral / active EE | $3,620 | $5,954-39.2% | $5,202-30.4% | $5,982-39.5% |
| Admin fee / account holder | $188 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |