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 | $68,097+42.0% | $62,929+53.6% | $137,256-29.6% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 16.50% | 1859.11%-1842.6pp | 1063.93%-1047.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,013 | $2,811-28.4% | $2,505-19.6% | $4,156-51.6% |
| Participant deferral / active EE | $3,509 | $4,553-22.9% | $3,888-9.8% | $6,407-45.2% |
| Admin fee / account holder | $173 | $6,521-97.3% | $5,065-96.6% | $12,270-98.6% |