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 | $51,314 | $209,411-75.5% | $178,490-71.3% | $158,922-67.7% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 18.59% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,058 | $5,706-46.4% | $5,011-39.0% | $4,761-35.8% |
| Participant deferral / active EE | $5,995 | $5,954+0.7% | $5,202+15.3% | $5,982+0.2% |
| Admin fee / account holder | $280 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |