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 | $53,772 | $209,411-74.3% | $178,490-69.9% | $158,922-66.2% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 24.78% | 188.75%-164.0pp | 151.07%-126.3pp | 302.83%-278.0pp |
| Employer contribution / active EE | $3,058 | $5,706-46.4% | $5,011-39.0% | $4,761-35.8% |
| Participant deferral / active EE | $7,781 | $5,954+30.7% | $5,202+49.6% | $5,982+30.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |