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 | $61,195 | $105,998-42.3% | $92,233-33.7% | $147,584-58.5% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 16.15% | 50.05%-33.9pp | 176.28%-160.1pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,761 | $4,333-13.2% | $3,679+2.2% | $4,876-22.9% |
| Participant deferral / active EE | $7,310 | $4,478+63.3% | $3,897+87.6% | $5,439+34.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |