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 | $81,154 | $144,119-43.7% | $117,854-31.1% | $147,584-45.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 14.86% | 531.15%-516.3pp | 335.08%-320.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,877 | $4,896-41.3% | $3,786-24.0% | $4,876-41.0% |
| Participant deferral / active EE | $5,146 | $5,316-3.2% | $4,482+14.8% | $5,439-5.4% |
| Admin fee / account holder | $33 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |