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 | $82,550 | $107,334-23.1% | $92,893-11.1% | $152,861-46.0% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 27.42% | 145.58%-118.2pp | 109.41%-82.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,848 | $4,221-32.5% | $3,653-22.0% | $4,762-40.2% |
| Participant deferral / active EE | $4,868 | $4,845+0.5% | $4,236+14.9% | $5,850-16.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |