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 | $34,899 | $198,466-82.4% | $170,442-79.5% | $147,584-76.4% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 29.03% | 257.29%-228.3pp | 205.93%-176.9pp | 578.55%-549.5pp |
| Employer contribution / active EE | $1,777 | $6,184-71.3% | $5,433-67.3% | $4,876-63.6% |
| Participant deferral / active EE | $3,483 | $5,629-38.1% | $4,939-29.5% | $5,439-36.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |