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 | $68,047 | $183,963-63.0% | $162,163-58.0% | $152,861-55.5% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 27.47% | 150.76%-123.3pp | 115.59%-88.1pp | 345.32%-317.8pp |
| Employer contribution / active EE | $5,237 | $6,371-17.8% | $5,614-6.7% | $4,762+10.0% |
| Participant deferral / active EE | $8,062 | $8,034+0.4% | $7,298+10.5% | $5,850+37.8% |
| Admin fee / account holder | $263 | $13,121-98.0% | $10,843-97.6% | $11,596-97.7% |