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 | $96,540 | $198,466-51.4% | $170,442-43.4% | $147,584-34.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 22.70% | 257.29%-234.6pp | 205.93%-183.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,662 | $6,184-73.1% | $5,433-69.4% | $4,876-65.9% |
| Participant deferral / active EE | $4,478 | $5,629-20.5% | $4,939-9.3% | $5,439-17.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |