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 | $86,978 | $209,411-58.5% | $178,490-51.3% | $158,922-45.3% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 6.85% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $3,116 | $5,706-45.4% | $5,011-37.8% | $4,761-34.6% |
| Participant deferral / active EE | $6,736 | $5,954+13.1% | $5,202+29.5% | $5,982+12.6% |
| Admin fee / account holder | $63 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |