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 | $108,878 | $104,974+3.7% | $95,585+13.9% | $142,382-23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.87% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $8,483 | $2,779+205.3% | $2,527+235.8% | $4,299+97.3% |
| Participant deferral / active EE | $12,094 | $4,352+177.9% | $4,023+200.7% | $6,507+85.9% |
| Admin fee / account holder | $262 | $6,386-95.9% | $6,127-95.7% | $12,624-97.9% |