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 | $42,444 | $162,781-73.9% | $133,956-68.3% | $158,922-73.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 20.25% | 41.94%-21.7pp | 45.09%-24.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,965 | $4,975-60.5% | $3,919-49.9% | $4,761-58.7% |
| Participant deferral / active EE | $5,066 | $5,911-14.3% | $5,048+0.4% | $5,982-15.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |