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 | $94,496 | $102,317-7.6% | $146,958-35.7% | $80,856+16.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.2%-12.2pp | 67.6%+2.4pp |
| Annual return | 16.13% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,113 | $3,713-16.2% | $4,933-36.9% | $2,755+13.0% |
| Participant deferral / active EE | $6,012 | $6,644-9.5% | $8,070-25.5% | $4,296+39.9% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |