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 | $90,801 | $197,591-54.0% | $177,821-48.9% | $158,922-42.9% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 17.38% | 58.76%-41.4pp | 48.32%-30.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,362 | $6,697-34.9% | $5,918-26.3% | $4,761-8.4% |
| Participant deferral / active EE | $10,038 | $8,405+19.4% | $7,714+30.1% | $5,982+67.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |