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 | $188,104 | $100,773+86.7% | $88,946+111.5% | $142,382+32.1% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 12.77% | 70.18%-57.4pp | 57.82%-45.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,437 | $2,918-16.5% | $2,555-4.6% | $4,299-43.3% |
| Participant deferral / active EE | $5,432 | $5,230+3.9% | $4,581+18.6% | $6,507-16.5% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |