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 | $147,700 | $105,998+39.3% | $92,233+60.1% | $147,584+0.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 22.22% | 50.05%-27.8pp | 176.28%-154.1pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,113 | $4,333-74.3% | $3,679-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $11,639 | $4,478+159.9% | $3,897+198.7% | $5,439+114.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |