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 | $63,427 | $144,119-56.0% | $117,854-46.2% | $147,584-57.0% |
| Participation rate | 85.0% | 83.4%+1.6pp | 79.7%+5.3pp | 82.8%+2.2pp |
| Annual return | 17.19% | 531.15%-514.0pp | 335.08%-317.9pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,329 | $4,896-72.9% | $3,786-64.9% | $4,876-72.7% |
| Participant deferral / active EE | $7,509 | $5,316+41.3% | $4,482+67.5% | $5,439+38.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |