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 | $124,247 | $105,998+17.2% | $92,233+34.7% | $147,584-15.8% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 24.57% | 50.05%-25.5pp | 176.28%-151.7pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,378 | $4,333-68.2% | $3,679-62.5% | $4,876-71.7% |
| Participant deferral / active EE | $5,814 | $4,478+29.8% | $3,897+49.2% | $5,439+6.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |