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 | $93,633 | $183,963-49.1% | $162,163-42.3% | $152,861-38.7% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 14.39% | 150.76%-136.4pp | 115.59%-101.2pp | 345.32%-330.9pp |
| Employer contribution / active EE | $4,140 | $6,371-35.0% | $5,614-26.3% | $4,762-13.1% |
| Participant deferral / active EE | $10,488 | $8,034+30.5% | $7,298+43.7% | $5,850+79.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |