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 | $65,958 | $209,411-68.5% | $178,490-63.0% | $158,922-58.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 26.67% | 188.75%-162.1pp | 151.07%-124.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $14,599 | $5,706+155.8% | $5,011+191.4% | $4,761+206.6% |
| Participant deferral / active EE | $9,753 | $5,954+63.8% | $5,202+87.5% | $5,982+63.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |