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 | $61,160 | $198,466-69.2% | $170,442-64.1% | $147,584-58.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 22.08% | 257.29%-235.2pp | 205.93%-183.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,041 | $6,184-67.0% | $5,433-62.4% | $4,876-58.1% |
| Participant deferral / active EE | $5,914 | $5,629+5.1% | $4,939+19.7% | $5,439+8.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |