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 | $109,395 | $165,335-33.8% | $149,696-26.9% | $158,922-31.2% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 30.96% | 348.15%-317.2pp | 276.60%-245.6pp | 302.83%-271.9pp |
| Employer contribution / active EE | $1,586 | $5,103-68.9% | $4,644-65.8% | $4,761-66.7% |
| Participant deferral / active EE | $5,059 | $7,181-29.6% | $6,842-26.1% | $5,982-15.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |