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 | $64,143 | $178,174-64.0% | $156,181-58.9% | $137,256-53.3% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 16.95% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,903 | $4,972-61.7% | $4,294-55.7% | $4,156-54.2% |
| Participant deferral / active EE | $3,044 | $6,888-55.8% | $6,132-50.4% | $6,407-52.5% |
| Admin fee / account holder | $289 | $17,404-98.3% | $14,586-98.0% | $12,270-97.6% |