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 9-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 | $156,631 | $107,934+45.1% | $91,989+70.3% | $152,861+2.5% |
| Participation rate | 70.6% | 81.2%-10.6pp | 78.6%-8.0pp | 82.4%-11.9pp |
| Annual return | 26.90% | 89.24%-62.3pp | 69.02%-42.1pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,294 | $4,210-69.3% | $3,452-62.5% | $4,762-72.8% |
| Participant deferral / active EE | $6,747 | $6,364+6.0% | $5,923+13.9% | $5,850+15.3% |
| Admin fee / account holder | $207 | $10,520-98.0% | $7,743-97.3% | $11,596-98.2% |