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 | $75,439 | $115,770-34.8% | $101,248-25.5% | $158,922-52.5% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 17.93% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,941 | $4,175-53.5% | $3,660-47.0% | $4,761-59.2% |
| Participant deferral / active EE | $7,809 | $4,957+57.5% | $4,370+78.7% | $5,982+30.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |