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 | $29,492 | $76,552-61.5% | $123,892-76.2% | $62,891-53.1% |
| Participation rate | 74.1% | 73.0%+1.1pp | 81.4%-7.3pp | 69.3%+4.8pp |
| Annual return | 46.42% | 18.68%+27.7pp | 47.52%-1.1pp | 20.14%+26.3pp |
| Employer contribution / active EE | $2,991 | $2,883+3.8% | $4,617-35.2% | $2,281+31.1% |
| Participant deferral / active EE | $7,206 | $4,840+48.9% | $5,984+20.4% | $3,203+125.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |