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 | $80,228 | $99,020-19.0% | $86,590-7.3% | $147,584-45.6% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 20.27% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,152 | $3,132+0.6% | $2,839+11.0% | $4,876-35.4% |
| Participant deferral / active EE | $7,087 | $3,972+78.4% | $3,609+96.4% | $5,439+30.3% |
| Admin fee / account holder | $169 | $5,710-97.0% | $4,906-96.6% | $10,885-98.5% |