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 8-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 | $32,846 | $209,411-84.3% | $178,490-81.6% | $158,922-79.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 18.09% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,350 | $5,706-58.8% | $5,011-53.1% | $4,761-50.6% |
| Participant deferral / active EE | $3,507 | $5,954-41.1% | $5,202-32.6% | $5,982-41.4% |
| Admin fee / account holder | $203 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |