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 | $67,454 | $148,534-54.6% | $135,903-50.4% | $139,434-51.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.28% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,681 | $5,243-29.8% | $4,856-24.2% | $4,751-22.5% |
| Participant deferral / active EE | $7,531 | $8,100-7.0% | $7,758-2.9% | $6,710+12.2% |
| Admin fee / account holder | $235 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |