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 | $65,163 | $165,335-60.6% | $149,696-56.5% | $158,922-59.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.17% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,835 | $5,103-44.5% | $4,644-39.0% | $4,761-40.5% |
| Participant deferral / active EE | $5,750 | $7,181-19.9% | $6,842-16.0% | $5,982-3.9% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |