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 | $64,403 | $165,335-61.0% | $149,696-57.0% | $158,922-59.5% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 12.93% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,829 | $5,103-44.6% | $4,644-39.1% | $4,761-40.6% |
| Participant deferral / active EE | $5,476 | $7,181-23.7% | $6,842-20.0% | $5,982-8.5% |
| Admin fee / account holder | $1 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |