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 | $84,469 | $202,432-58.3% | $169,368-50.1% | $139,434-39.4% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 15.34% | 531.74%-516.4pp | 405.60%-390.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,945 | $4,692-37.2% | $4,013-26.6% | $4,751-38.0% |
| Participant deferral / active EE | $5,605 | $6,938-19.2% | $6,221-9.9% | $6,710-16.5% |
| Admin fee / account holder | $268 | $10,708-97.5% | $9,003-97.0% | $11,403-97.7% |