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 | $30,984 | $209,411-85.2% | $178,490-82.6% | $158,922-80.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 20.68% | 188.75%-168.1pp | 151.07%-130.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,934 | $5,706-31.1% | $5,011-21.5% | $4,761-17.4% |
| Participant deferral / active EE | $2,107 | $5,954-64.6% | $5,202-59.5% | $5,982-64.8% |
| Admin fee / account holder | $196 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |