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 | $39,551 | $226,064-82.5% | $182,532-78.3% | $152,861-74.1% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.4%+10.4pp |
| Annual return | 21.13% | 192.51%-171.4pp | 148.54%-127.4pp | 345.32%-324.2pp |
| Employer contribution / active EE | $5,115 | $4,978+2.8% | $4,076+25.5% | $4,762+7.4% |
| Participant deferral / active EE | $3,041 | $6,368-52.2% | $5,524-44.9% | $5,850-48.0% |
| Admin fee / account holder | $181 | $10,703-98.3% | $8,592-97.9% | $11,596-98.4% |