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 | $54,857 | $198,466-72.4% | $170,442-67.8% | $147,584-62.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 22.31% | 257.29%-235.0pp | 205.93%-183.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,031 | $6,184-51.0% | $5,433-44.2% | $4,876-37.9% |
| Participant deferral / active EE | $8,002 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $244 | $16,852-98.6% | $13,880-98.2% | $10,885-97.8% |