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 | $66,878 | $105,998-36.9% | $92,233-27.5% | $147,584-54.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.93% | 50.05%-33.1pp | 176.28%-159.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,178 | $4,333-49.7% | $3,679-40.8% | $4,876-55.3% |
| Participant deferral / active EE | $3,397 | $4,478-24.1% | $3,897-12.8% | $5,439-37.5% |
| Admin fee / account holder | $226 | $6,332-96.4% | $5,194-95.7% | $10,885-97.9% |