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 | $108,061 | $165,335-34.6% | $149,696-27.8% | $158,922-32.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.43% | 348.15%-335.7pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $20,526 | $5,103+302.3% | $4,644+342.0% | $4,761+331.1% |
| Participant deferral / active EE | $9,554 | $7,181+33.0% | $6,842+39.6% | $5,982+59.7% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |