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 | $67,184 | $183,592-63.4% | $155,567-56.8% | $145,959-54.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 41.26% | 61.24%-20.0pp | 64.74%-23.5pp | 561.95%-520.7pp |
| Employer contribution / active EE | $2,134 | $5,315-59.9% | $4,674-54.4% | $4,661-54.2% |
| Participant deferral / active EE | $4,598 | $6,464-28.9% | $5,628-18.3% | $6,689-31.3% |
| Admin fee / account holder | $244 | $19,318-98.7% | $15,916-98.5% | $13,398-98.2% |