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 | $80,636 | $149,040-45.9% | $120,225-32.9% | $137,256-41.3% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 12.95% | 605.68%-592.7pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,736 | $4,350-37.1% | $3,475-21.3% | $4,156-34.2% |
| Participant deferral / active EE | $2,621 | $4,655-43.7% | $3,999-34.5% | $6,407-59.1% |
| Admin fee / account holder | $177 | $6,348-97.2% | $5,696-96.9% | $12,270-98.6% |