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 | $149,233 | $85,202+75.2% | $172,739-13.6% | $72,985+104.5% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.6%+5.4pp | 69.5%+18.5pp |
| Annual return | 19.39% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $793 | $3,324-76.1% | $5,143-84.6% | $2,440-67.5% |
| Participant deferral / active EE | $5,040 | $3,260+54.6% | $5,198-3.0% | $3,607+39.7% |
| Admin fee / account holder | $23 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |