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 | $50,139 | $198,466-74.7% | $170,442-70.6% | $147,584-66.0% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 16.35% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $7,810 | $6,184+26.3% | $5,433+43.8% | $4,876+60.2% |
| Participant deferral / active EE | $8,425 | $5,629+49.7% | $4,939+70.6% | $5,439+54.9% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |