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 | $167,124 | $160,055+4.4% | $140,016+19.4% | $135,375+23.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -3.18% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,964 | $6,420-53.8% | $5,606-47.1% | $4,779-38.0% |
| Participant deferral / active EE | $9,716 | $7,642+27.1% | $6,927+40.3% | $5,609+73.2% |
| Admin fee / account holder | $135 | $13,328-99.0% | $10,705-98.7% | $10,827-98.8% |