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 | $91,522 | $124,185-26.3% | $108,410-15.6% | $167,490-45.4% |
| Participation rate | 84.6% | 82.3%+2.3pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 47.58% | 1379.64%-1332.1pp | 905.27%-857.7pp | 478.56%-431.0pp |
| Employer contribution / active EE | $913 | $4,187-78.2% | $3,558-74.3% | $4,837-81.1% |
| Participant deferral / active EE | $4,889 | $6,908-29.2% | $6,563-25.5% | $6,341-22.9% |
| Admin fee / account holder | $225 | $9,455-97.6% | $7,295-96.9% | $12,309-98.2% |