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 | $95,222 | $209,411-54.5% | $178,490-46.7% | $158,922-40.1% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 21.54% | 188.75%-167.2pp | 151.07%-129.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $3,175 | $5,706-44.4% | $5,011-36.6% | $4,761-33.3% |
| Participant deferral / active EE | $4,648 | $5,954-21.9% | $5,202-10.6% | $5,982-22.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |