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 | $98,424 | $217,402-54.7% | $185,823-47.0% | $167,490-41.2% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 18.52% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,971 | $5,873-66.4% | $5,167-61.8% | $4,837-59.2% |
| Participant deferral / active EE | $3,244 | $6,356-49.0% | $5,568-41.7% | $6,341-48.8% |
| Admin fee / account holder | $218 | $19,811-98.9% | $16,237-98.7% | $12,309-98.2% |