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 | $96,114 | $138,065-30.4% | $123,544-22.2% | $135,375-29.0% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | 63.35% | 153.68%-90.3pp | 119.20%-55.8pp | 519.73%-456.4pp |
| Employer contribution / active EE | $2,348 | $5,151-54.4% | $4,628-49.3% | $4,779-50.9% |
| Participant deferral / active EE | $3,867 | $6,799-43.1% | $6,426-39.8% | $5,609-31.1% |
| Admin fee / account holder | $237 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |