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 | $54,023 | $165,335-67.3% | $149,696-63.9% | $158,922-66.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 20.58% | 348.15%-327.6pp | 276.60%-256.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,150 | $5,103-57.9% | $4,644-53.7% | $4,761-54.9% |
| Participant deferral / active EE | $6,442 | $7,181-10.3% | $6,842-5.8% | $5,982+7.7% |
| Admin fee / account holder | $273 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |