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 | $103,647 | $150,187-31.0% | $120,354-13.9% | $145,922-29.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 12.50% | 154.07%-141.6pp | 107.15%-94.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,233 | $4,348-48.6% | $3,463-35.5% | $4,660-52.1% |
| Participant deferral / active EE | $6,774 | $6,173+9.7% | $4,991+35.7% | $6,688+1.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |