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 | $68,615 | $226,064-69.6% | $182,532-62.4% | $152,861-55.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 30.79% | 192.51%-161.7pp | 148.54%-117.7pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,915 | $4,978-61.5% | $4,076-53.0% | $4,762-59.8% |
| Participant deferral / active EE | $7,068 | $6,368+11.0% | $5,524+28.0% | $5,850+20.8% |
| Admin fee / account holder | $211 | $10,703-98.0% | $8,592-97.5% | $11,596-98.2% |