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 | $92,744 | $105,998-12.5% | $92,233+0.6% | $147,584-37.2% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 18.11% | 50.05%-31.9pp | 176.28%-158.2pp | 578.55%-560.4pp |
| Employer contribution / active EE | $7,305 | $4,333+68.6% | $3,679+98.5% | $4,876+49.8% |
| Participant deferral / active EE | $4,159 | $4,478-7.1% | $3,897+6.7% | $5,439-23.5% |
| Admin fee / account holder | $202 | $6,332-96.8% | $5,194-96.1% | $10,885-98.1% |