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 | $122,774 | $106,890+14.9% | $84,015+46.1% | $152,861-19.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 17.49% | 104.99%-87.5pp | 71.31%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,653 | $2,734-39.5% | $1,983-16.7% | $4,762-65.3% |
| Participant deferral / active EE | $8,349 | $4,011+108.1% | $3,239+157.8% | $5,850+42.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |