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 | $51,093 | $197,591-74.1% | $177,821-71.3% | $158,922-67.9% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 15.85% | 58.76%-42.9pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,040 | $6,697-54.6% | $5,918-48.6% | $4,761-36.2% |
| Participant deferral / active EE | $3,282 | $8,405-60.9% | $7,714-57.4% | $5,982-45.1% |
| Admin fee / account holder | $224 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |