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 | $87,200 | $202,432-56.9% | $169,368-48.5% | $139,434-37.5% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 19.41% | 531.74%-512.3pp | 405.60%-386.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,648 | $4,692-22.2% | $4,013-9.1% | $4,751-23.2% |
| Participant deferral / active EE | $4,577 | $6,938-34.0% | $6,221-26.4% | $6,710-31.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |