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 | $62,050 | $217,402-71.5% | $185,823-66.6% | $167,490-63.0% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 17.53% | 148.36%-130.8pp | 122.05%-104.5pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,475 | $5,873-57.9% | $5,167-52.1% | $4,837-48.8% |
| Participant deferral / active EE | $6,820 | $6,356+7.3% | $5,568+22.5% | $6,341+7.6% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |