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 | $45,836 | $198,466-76.9% | $170,442-73.1% | $147,584-68.9% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 20.65% | 257.29%-236.6pp | 205.93%-185.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $11,939 | $6,184+93.1% | $5,433+119.8% | $4,876+144.8% |
| Participant deferral / active EE | $5,109 | $5,629-9.2% | $4,939+3.4% | $5,439-6.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |