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 | $68,048 | $198,466-65.7% | $170,442-60.1% | $147,584-53.9% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 16.17% | 257.29%-241.1pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,934 | $6,184+12.1% | $5,433+27.6% | $4,876+42.2% |
| Participant deferral / active EE | $3,545 | $5,629-37.0% | $4,939-28.2% | $5,439-34.8% |
| Admin fee / account holder | $52 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |