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 | $94,378 | $198,466-52.4% | $170,442-44.6% | $147,584-36.1% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 19.21% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,016 | $6,184-51.2% | $5,433-44.5% | $4,876-38.1% |
| Participant deferral / active EE | $4,355 | $5,629-22.6% | $4,939-11.8% | $5,439-19.9% |
| Admin fee / account holder | $5 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |