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 | $69,690 | $99,020-29.6% | $86,590-19.5% | $147,584-52.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 18.85% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $437 | $3,132-86.0% | $2,839-84.6% | $4,876-91.0% |
| Participant deferral / active EE | $3,411 | $3,972-14.1% | $3,609-5.5% | $5,439-37.3% |
| Admin fee / account holder | $165 | $5,710-97.1% | $4,906-96.6% | $10,885-98.5% |