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 | $46,388 | $165,335-71.9% | $149,696-69.0% | $158,922-70.8% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 22.61% | 348.15%-325.5pp | 276.60%-254.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $2,666 | $5,103-47.8% | $4,644-42.6% | $4,761-44.0% |
| Participant deferral / active EE | $6,550 | $7,181-8.8% | $6,842-4.3% | $5,982+9.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |