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 | $55,337 | $115,882-52.2% | $100,516-44.9% | $158,922-65.2% |
| Participation rate | 72.7% | 81.6%-8.8pp | 79.4%-6.7pp | 82.0%-9.2pp |
| Annual return | 9.47% | 34.79%-25.3pp | 30.89%-21.4pp | 302.83%-293.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,841 | $6,674-27.5% | $6,270-22.8% | $5,982-19.1% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |