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 | $174,847 | $232,540-24.8% | $185,117-5.5% | $147,584+18.5% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 13.54% | 43.03%-29.5pp | 40.50%-27.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,287 | $5,195-56.0% | $4,182-45.3% | $4,876-53.1% |
| Participant deferral / active EE | $9,463 | $5,834+62.2% | $5,045+87.6% | $5,439+74.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |