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 | $120,330 | $209,411-42.5% | $178,490-32.6% | $158,922-24.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.65% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,527 | $5,706-73.2% | $5,011-69.5% | $4,761-67.9% |
| Participant deferral / active EE | $4,621 | $5,954-22.4% | $5,202-11.2% | $5,982-22.8% |
| Admin fee / account holder | $35 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |