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 | $175,828 | $135,635+29.6% | $110,238+59.5% | $135,375+29.9% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -5.14% | 513.19%-518.3pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,047 | $4,906-37.9% | $3,826-20.4% | $4,779-36.2% |
| Participant deferral / active EE | $7,992 | $5,506+45.1% | $4,672+71.1% | $5,609+42.5% |
| Admin fee / account holder | $248 | $11,457-97.8% | $8,547-97.1% | $10,827-97.7% |