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 | $62,696 | $198,466-68.4% | $170,442-63.2% | $147,584-57.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 25.35% | 257.29%-231.9pp | 205.93%-180.6pp | 578.55%-553.2pp |
| Employer contribution / active EE | $13,229 | $6,184+113.9% | $5,433+143.5% | $4,876+171.3% |
| Participant deferral / active EE | $13,042 | $5,629+131.7% | $4,939+164.0% | $5,439+139.8% |
| Admin fee / account holder | $165 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |