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 | $86,874 | $104,974-17.2% | $95,585-9.1% | $142,382-39.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.85% | 210.33%-189.5pp | 38.56%-17.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,186 | $2,779+14.7% | $2,527+26.1% | $4,299-25.9% |
| Participant deferral / active EE | $9,381 | $4,352+115.6% | $4,023+133.2% | $6,507+44.2% |
| Admin fee / account holder | $147 | $6,386-97.7% | $6,127-97.6% | $12,624-98.8% |