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 | $98,803 | $209,411-52.8% | $178,490-44.6% | $158,922-37.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.70% | 188.75%-174.0pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $4,153 | $5,706-27.2% | $5,011-17.1% | $4,761-12.8% |
| Participant deferral / active EE | $3,375 | $5,954-43.3% | $5,202-35.1% | $5,982-43.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |