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 | $69,351 | $217,402-68.1% | $185,823-62.7% | $167,490-58.6% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 14.62% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $6,230 | $5,873+6.1% | $5,167+20.6% | $4,837+28.8% |
| Participant deferral / active EE | $3,648 | $6,356-42.6% | $5,568-34.5% | $6,341-42.5% |
| Admin fee / account holder | $23 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |