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 | $146,239 | $105,126+39.1% | $94,646+54.5% | $139,434+4.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 15.83% | 38.03%-22.2pp | 156.71%-140.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,406 | $4,106+7.3% | $3,672+20.0% | $4,751-7.3% |
| Participant deferral / active EE | $14,750 | $7,599+94.1% | $7,418+98.8% | $6,710+119.8% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |