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 | $99,763 | $198,466-49.7% | $170,442-41.5% | $147,584-32.4% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 15.34% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,773 | $6,184-71.3% | $5,433-67.4% | $4,876-63.6% |
| Participant deferral / active EE | $2,195 | $5,629-61.0% | $4,939-55.6% | $5,439-59.6% |
| Admin fee / account holder | $77 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |