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 | $95,491 | $202,318-52.8% | $172,739-44.7% | $152,861-37.5% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 12.96% | 1029.65%-1016.7pp | 802.84%-789.9pp | 345.32%-332.4pp |
| Employer contribution / active EE | $3,944 | $5,856-32.6% | $5,143-23.3% | $4,762-17.2% |
| Participant deferral / active EE | $2,939 | $5,948-50.6% | $5,198-43.5% | $5,850-49.8% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |