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 | $101,490 | $165,912-38.8% | $122,332-17.0% | $147,584-31.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 25.84% | 34.55%-8.7pp | 30.27%-4.4pp | 578.55%-552.7pp |
| Employer contribution / active EE | $1,882 | $5,754-67.3% | $4,050-53.5% | $4,876-61.4% |
| Participant deferral / active EE | $5,910 | $4,005+47.5% | $3,287+79.8% | $5,439+8.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |