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 | $102,428 | $102,966-0.5% | $90,281+13.5% | $152,861-33.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 27.13% | 95.16%-68.0pp | 78.10%-51.0pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,343 | $3,139-25.4% | $2,854-17.9% | $4,762-50.8% |
| Participant deferral / active EE | $3,258 | $4,281-23.9% | $3,885-16.1% | $5,850-44.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |