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 | $182,409 | $115,770+57.6% | $101,248+80.2% | $158,922+14.8% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 17.20% | 56.14%-38.9pp | 46.47%-29.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,451 | $4,175-41.3% | $3,660-33.0% | $4,761-48.5% |
| Participant deferral / active EE | $7,486 | $4,957+51.0% | $4,370+71.3% | $5,982+25.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |