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 | $71,952 | $135,635-47.0% | $110,238-34.7% | $135,375-46.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | 3.95% | 513.19%-509.2pp | 314.74%-310.8pp | 519.73%-515.8pp |
| Employer contribution / active EE | $2,323 | $4,906-52.6% | $3,826-39.3% | $4,779-51.4% |
| Participant deferral / active EE | $5,371 | $5,506-2.5% | $4,672+15.0% | $5,609-4.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |