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 | $156,719 | $126,574+23.8% | $106,213+47.6% | $145,922+7.4% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 15.96% | 224.79%-208.8pp | 116.14%-100.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,747 | $3,730-53.2% | $3,171-44.9% | $4,660-62.5% |
| Participant deferral / active EE | $3,419 | $5,724-40.3% | $5,016-31.8% | $6,688-48.9% |
| Admin fee / account holder | $8 | $17,304-100.0% | $11,033-99.9% | $13,397-99.9% |