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 5-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 | $49,173 | $210,648-76.7% | $177,989-72.4% | $145,922-66.3% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 10.54% | 385.86%-375.3pp | 294.48%-283.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $8,015 | $4,565+75.6% | $3,949+103.0% | $4,660+72.0% |
| Participant deferral / active EE | $8,143 | $6,958+17.0% | $6,276+29.7% | $6,688+21.8% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |