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 | $56,103 | $144,119-61.1% | $117,854-52.4% | $147,584-62.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 17.92% | 531.15%-513.2pp | 335.08%-317.2pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,538 | $4,896-27.7% | $3,786-6.6% | $4,876-27.5% |
| Participant deferral / active EE | $8,086 | $5,316+52.1% | $4,482+80.4% | $5,439+48.7% |
| Admin fee / account holder | $174 | $10,886-98.4% | $8,020-97.8% | $10,885-98.4% |