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 | $55,564 | $165,335-66.4% | $149,696-62.9% | $158,922-65.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.06% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,370 | $5,103-53.6% | $4,644-49.0% | $4,761-50.2% |
| Participant deferral / active EE | $9,563 | $7,181+33.2% | $6,842+39.8% | $5,982+59.9% |
| Admin fee / account holder | $138 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |