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 | $63,370 | $144,119-56.0% | $117,854-46.2% | $147,584-57.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 19.44% | 531.15%-511.7pp | 335.08%-315.6pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,496 | $4,896-69.5% | $3,786-60.5% | $4,876-69.3% |
| Participant deferral / active EE | $7,005 | $5,316+31.8% | $4,482+56.3% | $5,439+28.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |