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 | $63,136 | $176,056-64.1% | $159,436-60.4% | $167,490-62.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.24% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,064 | $5,297-42.1% | $4,829-36.5% | $4,837-36.7% |
| Participant deferral / active EE | $5,891 | $7,750-24.0% | $7,352-19.9% | $6,341-7.1% |
| Admin fee / account holder | $93 | $12,554-99.3% | $10,799-99.1% | $12,309-99.2% |