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 | $169,777 | $104,907+61.8% | $84,611+100.7% | $152,861+11.1% |
| Participation rate | 77.8% | 74.8%+3.0pp | 68.2%+9.5pp | 82.4%-4.7pp |
| Annual return | 25.94% | 373.79%-347.9pp | 258.74%-232.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $664 | $3,302-79.9% | $2,652-75.0% | $4,762-86.1% |
| Participant deferral / active EE | $3,462 | $4,688-26.2% | $3,899-11.2% | $5,850-40.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |