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 | $105,660 | $183,519-42.4% | $155,509-32.1% | $145,922-27.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.32% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,434 | $5,313-54.2% | $4,672-47.9% | $4,660-47.8% |
| Participant deferral / active EE | $3,225 | $6,462-50.1% | $5,626-42.7% | $6,688-51.8% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |