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 | $55,084 | $209,411-73.7% | $178,490-69.1% | $158,922-65.3% |
| Participation rate | 86.4% | 86.3%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 26.88% | 188.75%-161.9pp | 151.07%-124.2pp | 302.83%-275.9pp |
| Employer contribution / active EE | $2,367 | $5,706-58.5% | $5,011-52.8% | $4,761-50.3% |
| Participant deferral / active EE | $4,994 | $5,954-16.1% | $5,202-4.0% | $5,982-16.5% |
| Admin fee / account holder | $4 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |