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 | $120,843 | $209,411-42.3% | $178,490-32.3% | $158,922-24.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 22.88% | 188.75%-165.9pp | 151.07%-128.2pp | 302.83%-279.9pp |
| Employer contribution / active EE | $3,715 | $5,706-34.9% | $5,011-25.9% | $4,761-22.0% |
| Participant deferral / active EE | $21,457 | $5,954+260.4% | $5,202+312.5% | $5,982+258.7% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |