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 | $64,114 | $152,587-58.0% | $125,175-48.8% | $152,861-58.1% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 21.18% | 54.84%-33.7pp | 43.79%-22.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,345 | $4,946-72.8% | $3,865-65.2% | $4,762-71.8% |
| Participant deferral / active EE | $4,351 | $5,868-25.9% | $4,937-11.9% | $5,850-25.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |