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 | $80,267 | $138,065-41.9% | $123,544-35.0% | $135,375-40.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 8.38% | 153.68%-145.3pp | 119.20%-110.8pp | 519.73%-511.4pp |
| Employer contribution / active EE | $1,109 | $5,151-78.5% | $4,628-76.0% | $4,779-76.8% |
| Participant deferral / active EE | $6,121 | $6,799-10.0% | $6,426-4.7% | $5,609+9.1% |
| Admin fee / account holder | $18 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |