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 | $111,964 | $144,119-22.3% | $117,854-5.0% | $147,584-24.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 19.06% | 531.15%-512.1pp | 335.08%-316.0pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,045 | $4,896-58.2% | $3,786-46.0% | $4,876-58.1% |
| Participant deferral / active EE | $4,886 | $5,316-8.1% | $4,482+9.0% | $5,439-10.2% |
| Admin fee / account holder | $57 | $10,886-99.5% | $8,020-99.3% | $10,885-99.5% |