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 | $93,178 | $111,814-16.7% | $103,374-9.9% | $145,959-36.2% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 9.63% | 24.77%-15.1pp | 24.89%-15.3pp | 561.95%-552.3pp |
| Employer contribution / active EE | $18,755 | $4,214+345.1% | $3,869+384.7% | $4,661+302.4% |
| Participant deferral / active EE | $8,080 | $5,618+43.8% | $5,058+59.8% | $6,689+20.8% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |