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 | $52,000 | $209,411-75.2% | $178,490-70.9% | $158,922-67.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 35.72% | 188.75%-153.0pp | 151.07%-115.4pp | 302.83%-267.1pp |
| Employer contribution / active EE | $2,555 | $5,706-55.2% | $5,011-49.0% | $4,761-46.3% |
| Participant deferral / active EE | $6,292 | $5,954+5.7% | $5,202+21.0% | $5,982+5.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |