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 | $75,197 | $99,652-24.5% | $78,778-4.5% | $147,584-49.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.13% | 47.28%-30.2pp | 35.62%-18.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,213 | $2,796-20.8% | $1,986+11.5% | $4,876-54.6% |
| Participant deferral / active EE | $8,080 | $3,664+120.6% | $2,958+173.1% | $5,439+48.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |