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 | $86,747 | $198,466-56.3% | $170,442-49.1% | $147,584-41.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.10% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $3,093 | $6,184-50.0% | $5,433-43.1% | $4,876-36.6% |
| Participant deferral / active EE | $6,136 | $5,629+9.0% | $4,939+24.2% | $5,439+12.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |