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 | $91,401 | $209,336-56.3% | $197,124-53.6% | $137,256-33.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 14.67% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,072 | $6,591-53.4% | $6,227-50.7% | $4,156-26.1% |
| Participant deferral / active EE | $8,884 | $9,614-7.6% | $9,135-2.7% | $6,407+38.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |