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 | $25,970 | $165,335-84.3% | $149,696-82.7% | $158,922-83.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.68% | 348.15%-323.5pp | 276.60%-251.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,337 | $5,103-54.2% | $4,644-49.7% | $4,761-50.9% |
| Participant deferral / active EE | $5,243 | $7,181-27.0% | $6,842-23.4% | $5,982-12.4% |
| Admin fee / account holder | $160 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |