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 | $136,787 | $105,998+29.0% | $92,233+48.3% | $147,584-7.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 21.22% | 50.05%-28.8pp | 176.28%-155.1pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,757 | $4,333-36.4% | $3,679-25.1% | $4,876-43.5% |
| Participant deferral / active EE | $8,545 | $4,478+90.8% | $3,897+119.3% | $5,439+57.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |