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 | $56,346 | $209,411-73.1% | $178,490-68.4% | $158,922-64.5% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 17.84% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,712 | $5,706-52.5% | $5,011-45.9% | $4,761-43.0% |
| Participant deferral / active EE | $4,818 | $5,954-19.1% | $5,202-7.4% | $5,982-19.5% |
| Admin fee / account holder | $1 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |