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 | $81,264 | $185,822-56.3% | $169,993-52.2% | $139,434-41.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 23.87% | 60.50%-36.6pp | 53.37%-29.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $3,100 | $7,590-59.2% | $6,785-54.3% | $4,751-34.8% |
| Participant deferral / active EE | $7,265 | $11,622-37.5% | $10,408-30.2% | $6,710+8.3% |
| Admin fee / account holder | $191 | $15,381-98.8% | $12,815-98.5% | $11,403-98.3% |