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 | $58,433 | $165,335-64.7% | $149,696-61.0% | $158,922-63.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.56% | 348.15%-324.6pp | 276.60%-253.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,882 | $5,103-43.5% | $4,644-37.9% | $4,761-39.5% |
| Participant deferral / active EE | $4,918 | $7,181-31.5% | $6,842-28.1% | $5,982-17.8% |
| Admin fee / account holder | $225 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |