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 | $216,116 | $100,773+114.5% | $88,946+143.0% | $142,382+51.8% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 15.49% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,063 | $2,918-63.6% | $2,555-58.4% | $4,299-75.3% |
| Participant deferral / active EE | $7,199 | $5,230+37.6% | $4,581+57.1% | $6,507+10.6% |
| Admin fee / account holder | $24 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |