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 | $66,300 | $96,635-31.4% | $86,612-23.5% | $139,434-52.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 22.98% | 106.41%-83.4pp | 591.07%-568.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,475 | $3,263+6.5% | $3,022+15.0% | $4,751-26.9% |
| Participant deferral / active EE | $7,113 | $4,836+47.1% | $4,438+60.3% | $6,710+6.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |