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 | $65,993 | $144,119-54.2% | $117,854-44.0% | $147,584-55.3% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.7%+5.0pp | 82.8%+1.8pp |
| Annual return | 23.52% | 531.15%-507.6pp | 335.08%-311.6pp | 578.55%-555.0pp |
| Employer contribution / active EE | $7,517 | $4,896+53.5% | $3,786+98.6% | $4,876+54.2% |
| Participant deferral / active EE | $3,708 | $5,316-30.2% | $4,482-17.3% | $5,439-31.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |