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 | $87,212 | $226,064-61.4% | $182,532-52.2% | $152,861-42.9% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.4%+4.2pp |
| Annual return | 33.83% | 192.51%-158.7pp | 148.54%-114.7pp | 345.32%-311.5pp |
| Employer contribution / active EE | $2,713 | $4,978-45.5% | $4,076-33.4% | $4,762-43.0% |
| Participant deferral / active EE | $13,165 | $6,368+106.7% | $5,524+138.3% | $5,850+125.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |