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 | $62,857 | $112,096-43.9% | $95,952-34.5% | $158,922-60.4% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 27.73% | 171.09%-143.4pp | 91.61%-63.9pp | 302.83%-275.1pp |
| Employer contribution / active EE | $7,298 | $3,198+128.2% | $2,541+187.2% | $4,761+53.3% |
| Participant deferral / active EE | $10,165 | $4,784+112.5% | $4,167+143.9% | $5,982+69.9% |
| Admin fee / account holder | $288 | $10,130-97.2% | $6,795-95.8% | $11,246-97.4% |