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 | $45,415 | $226,064-79.9% | $182,532-75.1% | $152,861-70.3% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.0%-4.3pp | 82.4%-8.8pp |
| Annual return | 19.52% | 192.51%-173.0pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,452 | $4,978-50.7% | $4,076-39.8% | $4,762-48.5% |
| Participant deferral / active EE | $4,741 | $6,368-25.5% | $5,524-14.2% | $5,850-19.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |