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 | $38,293 | $165,335-76.8% | $149,696-74.4% | $158,922-75.9% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 33.96% | 348.15%-314.2pp | 276.60%-242.6pp | 302.83%-268.9pp |
| Employer contribution / active EE | $3,052 | $5,103-40.2% | $4,644-34.3% | $4,761-35.9% |
| Participant deferral / active EE | $6,540 | $7,181-8.9% | $6,842-4.4% | $5,982+9.3% |
| Admin fee / account holder | $285 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |