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 | $78,177 | $176,812-55.8% | $146,665-46.7% | $167,490-53.3% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 20.13% | 24.03%-3.9pp | 22.74%-2.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,988 | $5,160-61.5% | $4,136-51.9% | $4,837-58.9% |
| Participant deferral / active EE | $8,893 | $6,440+38.1% | $5,506+61.5% | $6,341+40.2% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |