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 | $137,814 | $105,998+30.0% | $92,233+49.4% | $147,584-6.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 23.59% | 50.05%-26.5pp | 176.28%-152.7pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,266 | $4,333-70.8% | $3,679-65.6% | $4,876-74.0% |
| Participant deferral / active EE | $2,377 | $4,478-46.9% | $3,897-39.0% | $5,439-56.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |