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 | $107,255 | $159,934-32.9% | $147,005-27.0% | $145,959-26.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.82% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $3,901 | $5,287-26.2% | $4,934-20.9% | $4,661-16.3% |
| Participant deferral / active EE | $10,200 | $8,427+21.0% | $8,070+26.4% | $6,689+52.5% |
| Admin fee / account holder | $156 | $15,053-99.0% | $13,006-98.8% | $13,398-98.8% |