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 | $101,861 | $157,256-35.2% | $141,162-27.8% | $152,861-33.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 23.84% | 64.32%-40.5pp | 71.39%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $8,556 | $5,261+62.6% | $4,735+80.7% | $4,762+79.7% |
| Participant deferral / active EE | $4,735 | $7,109-33.4% | $6,709-29.4% | $5,850-19.1% |
| Admin fee / account holder | $186 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |