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 | $119,887 | $112,096+7.0% | $95,952+24.9% | $158,922-24.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 30.64% | 171.09%-140.5pp | 91.61%-61.0pp | 302.83%-272.2pp |
| Employer contribution / active EE | $1,421 | $3,198-55.6% | $2,541-44.1% | $4,761-70.2% |
| Participant deferral / active EE | $3,587 | $4,784-25.0% | $4,167-13.9% | $5,982-40.0% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |