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 9-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 | $126,194 | $180,449-30.1% | $154,107-18.1% | $135,375-6.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 10.47% | 888.09%-877.6pp | 735.12%-724.7pp | 519.73%-509.3pp |
| Employer contribution / active EE | $6,290 | $6,035+4.2% | $5,298+18.7% | $4,779+31.6% |
| Participant deferral / active EE | $3,758 | $5,806-35.3% | $5,081-26.0% | $5,609-33.0% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |