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 | $137,449 | $198,466-30.7% | $170,442-19.4% | $147,584-6.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.26% | 257.29%-240.0pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,676 | $6,184-56.7% | $5,433-50.7% | $4,876-45.1% |
| Participant deferral / active EE | $4,878 | $5,629-13.4% | $4,939-1.3% | $5,439-10.3% |
| Admin fee / account holder | $6 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |