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 | $99,749 | $102,317-2.5% | $146,958-32.1% | $80,856+23.4% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 31.54% | 134.76%-103.2pp | 418.34%-386.8pp | 35.59%-4.1pp |
| Employer contribution / active EE | $3,633 | $3,713-2.1% | $4,933-26.3% | $2,755+31.9% |
| Participant deferral / active EE | $4,912 | $6,644-26.1% | $8,070-39.1% | $4,296+14.3% |
| Admin fee / account holder | $92 | $7,941-98.8% | $12,998-99.3% | $6,918-98.7% |