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 | $111,841 | $183,519-39.1% | $155,509-28.1% | $145,922-23.4% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 16.83% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,343 | $5,313-37.1% | $4,672-28.5% | $4,660-28.3% |
| Participant deferral / active EE | $3,606 | $6,462-44.2% | $5,626-35.9% | $6,688-46.1% |
| Admin fee / account holder | $86 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |