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 | $28,919 | $180,449-84.0% | $154,107-81.2% | $135,375-78.6% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | 29.11% | 888.09%-859.0pp | 735.12%-706.0pp | 519.73%-490.6pp |
| Employer contribution / active EE | $4,416 | $6,035-26.8% | $5,298-16.6% | $4,779-7.6% |
| Participant deferral / active EE | $4,581 | $5,806-21.1% | $5,081-9.8% | $5,609-18.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |