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 | $200,051 | $100,852+98.4% | $90,404+121.3% | $158,922+25.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 11.02% | 1724.20%-1713.2pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,752 | $3,689+1.7% | $3,262+15.0% | $4,761-21.2% |
| Participant deferral / active EE | $5,425 | $4,348+24.8% | $3,963+36.9% | $5,982-9.3% |
| Admin fee / account holder | $292 | $6,501-95.5% | $5,611-94.8% | $11,246-97.4% |