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 | $67,504 | $162,781-58.5% | $133,956-49.6% | $158,922-57.5% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 17.95% | 41.94%-24.0pp | 45.09%-27.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,439 | $4,975-51.0% | $3,919-37.8% | $4,761-48.8% |
| Participant deferral / active EE | $2,439 | $5,911-58.7% | $5,048-51.7% | $5,982-59.2% |
| Admin fee / account holder | $140 | $11,736-98.8% | $8,927-98.4% | $11,246-98.8% |