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 | $60,459 | $198,466-69.5% | $170,442-64.5% | $147,584-59.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.66% | 257.29%-243.6pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,889 | $6,184-69.4% | $5,433-65.2% | $4,876-61.3% |
| Participant deferral / active EE | $4,396 | $5,629-21.9% | $4,939-11.0% | $5,439-19.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |