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 | $80,970 | $165,335-51.0% | $149,696-45.9% | $158,922-49.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.93% | 348.15%-333.2pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,788 | $5,103-65.0% | $4,644-61.5% | $4,761-62.5% |
| Participant deferral / active EE | $3,773 | $7,181-47.5% | $6,842-44.9% | $5,982-36.9% |
| Admin fee / account holder | $273 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |