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 | $55,732 | $209,832-73.4% | $189,513-70.6% | $167,490-66.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 19.31% | 748.27%-729.0pp | 555.15%-535.8pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,152 | $6,914-68.9% | $6,162-65.1% | $4,837-55.5% |
| Participant deferral / active EE | $7,188 | $8,935-19.6% | $8,221-12.6% | $6,341+13.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |