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 | $94,832 | $165,984-42.9% | $164,813-42.5% | $145,922-35.0% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 13.62% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,614 | $5,273-69.4% | $4,341-62.8% | $4,660-65.4% |
| Participant deferral / active EE | $3,885 | $6,959-44.2% | $6,031-35.6% | $6,688-41.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |