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 | $47,151 | $198,466-76.2% | $170,442-72.3% | $147,584-68.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.08% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,413 | $6,184-61.0% | $5,433-55.6% | $4,876-50.5% |
| Participant deferral / active EE | $5,204 | $5,629-7.6% | $4,939+5.4% | $5,439-4.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |