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 | $107,655 | $118,680-9.3% | $98,907+8.8% | $158,922-32.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 15.97% | 372.35%-356.4pp | 196.43%-180.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,672 | $3,333-49.8% | $2,689-37.8% | $4,761-64.9% |
| Participant deferral / active EE | $6,913 | $5,088+35.9% | $4,244+62.9% | $5,982+15.6% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |