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 | $60,576 | $176,056-65.6% | $159,436-62.0% | $167,490-63.8% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 19.61% | 331.75%-312.1pp | 263.57%-244.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,376 | $5,297-55.1% | $4,829-50.8% | $4,837-50.9% |
| Participant deferral / active EE | $6,292 | $7,750-18.8% | $7,352-14.4% | $6,341-0.8% |
| Admin fee / account holder | $10 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |