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 | $177,956 | $138,044+28.9% | $125,339+42.0% | $134,475+32.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.71% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,697 | $5,243+8.6% | $4,814+18.3% | $4,740+20.2% |
| Participant deferral / active EE | $12,868 | $7,799+65.0% | $7,446+72.8% | $6,400+101.1% |
| Admin fee / account holder | $104 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |