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 | $137,354 | $107,334+28.0% | $92,893+47.9% | $152,861-10.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 22.30% | 145.58%-123.3pp | 109.41%-87.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,820 | $4,221-33.2% | $3,653-22.8% | $4,762-40.8% |
| Participant deferral / active EE | $8,842 | $4,845+82.5% | $4,236+108.7% | $5,850+51.1% |
| Admin fee / account holder | -$29 | $7,079-100.4% | $5,794-100.5% | $11,596-100.3% |