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 | $138,330 | $99,020+39.7% | $86,590+59.8% | $147,584-6.3% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 14.71% | 1312.34%-1297.6pp | 964.84%-950.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $7,341 | $3,132+134.4% | $2,839+158.5% | $4,876+50.5% |
| Participant deferral / active EE | $4,615 | $3,972+16.2% | $3,609+27.9% | $5,439-15.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |