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 | $119,091 | $107,334+11.0% | $92,893+28.2% | $152,861-22.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 22.02% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,973 | $4,221-53.3% | $3,653-46.0% | $4,762-58.6% |
| Participant deferral / active EE | $6,779 | $4,845+39.9% | $4,236+60.0% | $5,850+15.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |