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 | $87,175 | $165,335-47.3% | $149,696-41.8% | $158,922-45.1% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 21.88% | 348.15%-326.3pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $2,804 | $5,103-45.0% | $4,644-39.6% | $4,761-41.1% |
| Participant deferral / active EE | $7,183 | $7,1810% | $6,842+5.0% | $5,982+20.1% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |