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 | $107,923 | $190,805-43.4% | $159,960-32.5% | $134,475-19.7% |
| Participation rate | 78.6% | 81.9%-3.4pp | 78.0%+0.6pp | 81.2%-2.7pp |
| Annual return | 21.74% | 552.23%-530.5pp | 408.60%-386.9pp | 417.96%-396.2pp |
| Employer contribution / active EE | $2,672 | $4,995-46.5% | $4,226-36.8% | $4,740-43.6% |
| Participant deferral / active EE | $7,835 | $6,923+13.2% | $6,182+26.7% | $6,400+22.4% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |