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 | $96,685 | $70,756+36.6% | $65,493+47.6% | $142,382-32.1% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 16.50% | 1754.89%-1738.4pp | 982.45%-965.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,013 | $2,881-30.1% | $2,574-21.8% | $4,299-53.2% |
| Participant deferral / active EE | $3,509 | $4,637-24.3% | $3,961-11.4% | $6,507-46.1% |
| Admin fee / account holder | $173 | $6,559-97.4% | $5,028-96.6% | $12,624-98.6% |