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 | $59,267 | $202,432-70.7% | $169,368-65.0% | $139,434-57.5% |
| Participation rate | 86.4% | 81.1%+5.3pp | 77.1%+9.2pp | 80.3%+6.0pp |
| Annual return | 17.62% | 531.74%-514.1pp | 405.60%-388.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,970 | $4,692-58.0% | $4,013-50.9% | $4,751-58.5% |
| Participant deferral / active EE | $3,251 | $6,938-53.1% | $6,221-47.7% | $6,710-51.5% |
| Admin fee / account holder | $291 | $10,708-97.3% | $9,003-96.8% | $11,403-97.5% |