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 | $191,499 | $138,044+38.7% | $125,339+52.8% | $134,475+42.4% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -12.92% | 750.33%-763.2pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,643 | $5,243-49.6% | $4,814-45.1% | $4,740-44.2% |
| Participant deferral / active EE | $11,062 | $7,799+41.8% | $7,446+48.6% | $6,400+72.9% |
| Admin fee / account holder | $141 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |