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 | $97,145 | $232,540-58.2% | $185,117-47.5% | $147,584-34.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 13.45% | 43.03%-29.6pp | 40.50%-27.0pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,275 | $5,195-37.0% | $4,182-21.7% | $4,876-32.8% |
| Participant deferral / active EE | $10,270 | $5,834+76.0% | $5,045+103.6% | $5,439+88.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |