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 | $208,631 | $102,966+102.6% | $90,281+131.1% | $152,861+36.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 25.68% | 95.16%-69.5pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,201 | $3,139-29.9% | $2,854-22.9% | $4,762-53.8% |
| Participant deferral / active EE | $6,703 | $4,281+56.5% | $3,885+72.5% | $5,850+14.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |