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 | $45,971 | $198,466-76.8% | $170,442-73.0% | $147,584-68.9% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 16.51% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,273 | $6,184-14.7% | $5,433-2.9% | $4,876+8.1% |
| Participant deferral / active EE | $3,938 | $5,629-30.1% | $4,939-20.3% | $5,439-27.6% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |