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 | $116,204 | $115,770+0.4% | $101,248+14.8% | $158,922-26.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 18.96% | 56.14%-37.2pp | 46.47%-27.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,678 | $4,175-59.8% | $3,660-54.2% | $4,761-64.8% |
| Participant deferral / active EE | $4,275 | $4,957-13.8% | $4,370-2.2% | $5,982-28.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |