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 5-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 | $50,078 | $217,402-77.0% | $185,823-73.1% | $167,490-70.1% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 17.45% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,590 | $5,873-72.9% | $5,167-69.2% | $4,837-67.1% |
| Participant deferral / active EE | $6,599 | $6,356+3.8% | $5,568+18.5% | $6,341+4.1% |
| Admin fee / account holder | $165 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |