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 | $108,006 | $57,281+88.6% | $86,612+24.7% | $75,163+43.7% |
| Participation rate | 81.1% | 63.2%+17.9pp | 71.7%+9.4pp | 67.2%+13.9pp |
| Annual return | 15.38% | 2670.75%-2655.4pp | 591.07%-575.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,977 | $2,314+28.6% | $3,022-1.5% | $2,670+11.5% |
| Participant deferral / active EE | $4,847 | $3,318+46.1% | $4,438+9.2% | $4,125+17.5% |
| Admin fee / account holder | $6 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |