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 | $102,852 | $183,963-44.1% | $162,163-36.6% | $152,861-32.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 18.83% | 150.76%-131.9pp | 115.59%-96.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,163 | $6,371-50.3% | $5,614-43.6% | $4,762-33.6% |
| Participant deferral / active EE | $6,986 | $8,034-13.0% | $7,298-4.3% | $5,850+19.4% |
| Admin fee / account holder | $218 | $13,121-98.3% | $10,843-98.0% | $11,596-98.1% |