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 | $37,729 | $209,411-82.0% | $178,490-78.9% | $158,922-76.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 9.51% | 188.75%-179.2pp | 151.07%-141.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,987 | $5,706-65.2% | $5,011-60.3% | $4,761-58.3% |
| Participant deferral / active EE | $8,712 | $5,954+46.3% | $5,202+67.5% | $5,982+45.6% |
| Admin fee / account holder | $3 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |