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 | $109,484 | $197,591-44.6% | $177,821-38.4% | $158,922-31.1% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 13.99% | 58.76%-44.8pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,625 | $6,697-75.7% | $5,918-72.5% | $4,761-65.9% |
| Participant deferral / active EE | $6,259 | $8,405-25.5% | $7,714-18.9% | $5,982+4.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |