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 7-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 | $46,454 | $176,056-73.6% | $159,436-70.9% | $167,490-72.3% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 35.41% | 331.75%-296.3pp | 263.57%-228.2pp | 478.56%-443.1pp |
| Employer contribution / active EE | $5,231 | $5,297-1.2% | $4,829+8.3% | $4,837+8.1% |
| Participant deferral / active EE | $12,027 | $7,750+55.2% | $7,352+63.6% | $6,341+89.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |