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 | $50,651 | $198,466-74.5% | $170,442-70.3% | $147,584-65.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 22.49% | 257.29%-234.8pp | 205.93%-183.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,381 | $6,184-61.5% | $5,433-56.2% | $4,876-51.2% |
| Participant deferral / active EE | $6,999 | $5,629+24.3% | $4,939+41.7% | $5,439+28.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |