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 | $92,537 | $226,064-59.1% | $182,532-49.3% | $152,861-39.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 23.44% | 192.51%-169.1pp | 148.54%-125.1pp | 345.32%-321.9pp |
| Employer contribution / active EE | $10,634 | $4,978+113.6% | $4,076+160.9% | $4,762+123.3% |
| Participant deferral / active EE | $9,568 | $6,368+50.2% | $5,524+73.2% | $5,850+63.5% |
| Admin fee / account holder | $263 | $10,703-97.5% | $8,592-96.9% | $11,596-97.7% |