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 3-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 | $81,651 | $88,751-8.0% | $81,812-0.2% | $145,922-44.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 15.55% | 1025.40%-1009.9pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,892 | $3,083-6.2% | $2,912-0.7% | $4,660-37.9% |
| Participant deferral / active EE | $7,464 | $4,643+60.8% | $4,319+72.8% | $6,688+11.6% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |