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 | $58,211 | $183,963-68.4% | $162,163-64.1% | $152,861-61.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 19.23% | 150.76%-131.5pp | 115.59%-96.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $5,070 | $6,371-20.4% | $5,614-9.7% | $4,762+6.5% |
| Participant deferral / active EE | $4,600 | $8,034-42.7% | $7,298-37.0% | $5,850-21.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |