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 | $135,491 | $99,020+36.8% | $86,590+56.5% | $147,584-8.2% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 18.08% | 1312.34%-1294.3pp | 964.84%-946.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,968 | $3,132-37.2% | $2,839-30.7% | $4,876-59.6% |
| Participant deferral / active EE | $5,338 | $3,972+34.4% | $3,609+47.9% | $5,439-1.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |