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 | $80,607 | $217,402-62.9% | $185,823-56.6% | $167,490-51.9% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 11.38% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $7,168 | $5,873+22.0% | $5,167+38.7% | $4,837+48.2% |
| Participant deferral / active EE | $11,948 | $6,356+88.0% | $5,568+114.6% | $6,341+88.4% |
| Admin fee / account holder | $237 | $19,811-98.8% | $16,237-98.5% | $12,309-98.1% |