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 | $111,870 | $166,020-32.6% | $164,866-32.1% | $145,959-23.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 17.67% | 100.08%-82.4pp | 69.97%-52.3pp | 561.95%-544.3pp |
| Employer contribution / active EE | $3,989 | $5,275-24.4% | $4,343-8.2% | $4,661-14.4% |
| Participant deferral / active EE | $11,633 | $6,961+67.1% | $6,033+92.8% | $6,689+73.9% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |