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 | $82,781 | $165,335-49.9% | $149,696-44.7% | $158,922-47.9% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 18.97% | 348.15%-329.2pp | 276.60%-257.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,351 | $5,103-53.9% | $4,644-49.4% | $4,761-50.6% |
| Participant deferral / active EE | $4,847 | $7,181-32.5% | $6,842-29.2% | $5,982-19.0% |
| Admin fee / account holder | $81 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |