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 | $214,450 | $176,377+21.6% | $134,143+59.9% | $158,922+34.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 42.43% | 63.63%-21.2pp | 36.33%+6.1pp | 302.83%-260.4pp |
| Employer contribution / active EE | $2,812 | $5,040-44.2% | $3,704-24.1% | $4,761-40.9% |
| Participant deferral / active EE | $5,370 | $4,091+31.3% | $3,499+53.5% | $5,982-10.2% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |