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 | $31,070 | $159,901-80.6% | $146,958-78.9% | $145,922-78.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 13.90% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,333 | $5,286-55.9% | $4,933-52.7% | $4,660-49.9% |
| Participant deferral / active EE | $5,290 | $8,428-37.2% | $8,070-34.4% | $6,688-20.9% |
| Admin fee / account holder | $265 | $15,044-98.2% | $12,998-98.0% | $13,397-98.0% |