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 | $82,429 | $175,202-53.0% | $149,673-44.9% | $139,434-40.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 16.50% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,726 | $5,474-50.2% | $4,818-43.4% | $4,751-42.6% |
| Participant deferral / active EE | $5,955 | $6,519-8.7% | $5,680+4.8% | $6,710-11.3% |
| Admin fee / account holder | $236 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |