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 | $69,655 | $217,402-68.0% | $185,823-62.5% | $167,490-58.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.01% | 148.36%-133.4pp | 122.05%-107.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,515 | $5,873-74.2% | $5,167-70.7% | $4,837-68.7% |
| Participant deferral / active EE | $3,382 | $6,356-46.8% | $5,568-39.3% | $6,341-46.7% |
| Admin fee / account holder | $81 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |