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 | $96,369 | $210,648-54.3% | $177,989-45.9% | $145,922-34.0% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 7.81% | 385.86%-378.1pp | 294.48%-286.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,170 | $4,565-52.5% | $3,949-45.0% | $4,660-53.4% |
| Participant deferral / active EE | $5,503 | $6,958-20.9% | $6,276-12.3% | $6,688-17.7% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |