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 | $66,058 | $109,817-39.8% | $98,442-32.9% | $167,490-60.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 18.33% | 1956.69%-1938.4pp | 1492.73%-1474.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,259 | $3,224-29.9% | $2,960-23.7% | $4,837-53.3% |
| Participant deferral / active EE | $3,434 | $4,673-26.5% | $4,276-19.7% | $6,341-45.9% |
| Admin fee / account holder | $135 | $6,753-98.0% | $5,949-97.7% | $12,309-98.9% |