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 | $56,398 | $148,534-62.0% | $135,903-58.5% | $139,434-59.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.88% | 79.19%-52.3pp | 68.23%-41.4pp | 372.94%-346.1pp |
| Employer contribution / active EE | $3,464 | $5,243-33.9% | $4,856-28.7% | $4,751-27.1% |
| Participant deferral / active EE | $10,803 | $8,100+33.4% | $7,758+39.3% | $6,710+61.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |