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 | $66,998 | $107,334-37.6% | $92,893-27.9% | $152,861-56.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 24.83% | 145.58%-120.7pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,632 | $4,221-37.6% | $3,653-27.9% | $4,762-44.7% |
| Participant deferral / active EE | $6,012 | $4,845+24.1% | $4,236+41.9% | $5,850+2.8% |
| Admin fee / account holder | $249 | $7,079-96.5% | $5,794-95.7% | $11,596-97.9% |