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 | $77,151 | $176,377-56.3% | $134,143-42.5% | $158,922-51.5% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 19.27% | 63.63%-44.4pp | 36.33%-17.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $3,178 | $5,040-37.0% | $3,704-14.2% | $4,761-33.3% |
| Participant deferral / active EE | $6,389 | $4,091+56.1% | $3,499+82.6% | $5,982+6.8% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |