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 | $55,773 | $63,346-12.0% | $92,233-39.5% | $70,131-20.5% |
| Participation rate | 94.6% | 68.7%+25.9pp | 76.5%+18.1pp | 69.5%+25.1pp |
| Annual return | 20.13% | 530.12%-510.0pp | 176.28%-156.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $5,520 | $2,471+123.4% | $3,679+50.0% | $2,342+135.7% |
| Participant deferral / active EE | $4,080 | $2,854+43.0% | $3,897+4.7% | $3,332+22.5% |
| Admin fee / account holder | $184 | $3,840-95.2% | $5,194-96.5% | $4,645-96.0% |