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 | $161,161 | $126,574+27.3% | $106,213+51.7% | $145,922+10.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.25% | 224.79%-209.5pp | 116.14%-100.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,641 | $3,730-56.0% | $3,171-48.3% | $4,660-64.8% |
| Participant deferral / active EE | $6,100 | $5,724+6.6% | $5,016+21.6% | $6,688-8.8% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |