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 | $118,096 | $209,411-43.6% | $178,490-33.8% | $158,922-25.7% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.38% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $9,332 | $5,706+63.5% | $5,011+86.2% | $4,761+96.0% |
| Participant deferral / active EE | $5,200 | $5,954-12.7% | $5,2020% | $5,982-13.1% |
| Admin fee / account holder | $47 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |