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 | $47,351 | $198,466-76.1% | $170,442-72.2% | $147,584-67.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 27.81% | 257.29%-229.5pp | 205.93%-178.1pp | 578.55%-550.7pp |
| Employer contribution / active EE | $2,475 | $6,184-60.0% | $5,433-54.4% | $4,876-49.3% |
| Participant deferral / active EE | $15,367 | $5,629+173.0% | $4,939+211.1% | $5,439+182.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |