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 | $157,314 | $105,998+48.4% | $92,233+70.6% | $147,584+6.6% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 25.71% | 50.05%-24.3pp | 176.28%-150.6pp | 578.55%-552.8pp |
| Employer contribution / active EE | $1,588 | $4,333-63.3% | $3,679-56.8% | $4,876-67.4% |
| Participant deferral / active EE | $6,352 | $4,478+41.9% | $3,897+63.0% | $5,439+16.8% |
| Admin fee / account holder | $90 | $6,332-98.6% | $5,194-98.3% | $10,885-99.2% |