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 | $81,841 | $228,332-64.2% | $185,823-56.0% | $158,922-48.5% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 23.64% | 40.80%-17.2pp | 35.95%-12.3pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,693 | $4,967-65.9% | $4,087-58.6% | $4,761-64.5% |
| Participant deferral / active EE | $9,153 | $6,415+42.7% | $5,632+62.5% | $5,982+53.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |