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 | $103,411 | $217,402-52.4% | $185,823-44.3% | $167,490-38.3% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 9.20% | 148.36%-139.2pp | 122.05%-112.9pp | 478.56%-469.4pp |
| Employer contribution / active EE | $2,354 | $5,873-59.9% | $5,167-54.4% | $4,837-51.3% |
| Participant deferral / active EE | $8,433 | $6,356+32.7% | $5,568+51.5% | $6,341+33.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |