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 | $119,701 | $159,934-25.2% | $147,005-18.6% | $145,959-18.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.53% | 98.24%-79.7pp | 418.76%-400.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,669 | $5,287-68.4% | $4,934-66.2% | $4,661-64.2% |
| Participant deferral / active EE | $4,484 | $8,427-46.8% | $8,070-44.4% | $6,689-33.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |