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 | $116,606 | $88,751+31.4% | $81,812+42.5% | $145,922-20.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 15.16% | 1025.40%-1010.2pp | 773.79%-758.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,160 | $3,083-29.9% | $2,912-25.8% | $4,660-53.6% |
| Participant deferral / active EE | $5,043 | $4,643+8.6% | $4,319+16.8% | $6,688-24.6% |
| Admin fee / account holder | $260 | $8,415-96.9% | $7,386-96.5% | $13,397-98.1% |