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 | $167,294 | $104,974+59.4% | $95,585+75.0% | $142,382+17.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.21% | 210.33%-187.1pp | 38.56%-15.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,019 | $2,779+44.7% | $2,527+59.1% | $4,299-6.5% |
| Participant deferral / active EE | $12,701 | $4,352+191.8% | $4,023+215.7% | $6,507+95.2% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |