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 | $46,888 | $165,335-71.6% | $149,696-68.7% | $158,922-70.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 31.32% | 348.15%-316.8pp | 276.60%-245.3pp | 302.83%-271.5pp |
| Employer contribution / active EE | $4,803 | $5,103-5.9% | $4,644+3.4% | $4,761+0.9% |
| Participant deferral / active EE | $6,300 | $7,181-12.3% | $6,842-7.9% | $5,982+5.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |