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 | $42,135 | $198,466-78.8% | $170,442-75.3% | $147,584-71.5% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 63.41% | 257.29%-193.9pp | 205.93%-142.5pp | 578.55%-515.1pp |
| Employer contribution / active EE | $1,375 | $6,184-77.8% | $5,433-74.7% | $4,876-71.8% |
| Participant deferral / active EE | $4,493 | $5,629-20.2% | $4,939-9.0% | $5,439-17.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |