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 | $65,361 | $118,680-44.9% | $98,907-33.9% | $158,922-58.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 5.21% | 372.35%-367.1pp | 196.43%-191.2pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,240 | $3,333-32.8% | $2,689-16.7% | $4,761-53.0% |
| Participant deferral / active EE | $8,250 | $5,088+62.1% | $4,244+94.4% | $5,982+37.9% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |