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 | $86,228 | $209,832-58.9% | $189,513-54.5% | $167,490-48.5% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 11.55% | 748.27%-736.7pp | 555.15%-543.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,011 | $6,914-56.5% | $6,162-51.1% | $4,837-37.8% |
| Participant deferral / active EE | $6,418 | $8,935-28.2% | $8,221-21.9% | $6,341+1.2% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |