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 | $206,689 | $106,890+93.4% | $84,015+146.0% | $152,861+35.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 27.87% | 104.99%-77.1pp | 71.31%-43.4pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,996 | $2,734+9.6% | $1,983+51.0% | $4,762-37.1% |
| Participant deferral / active EE | $7,915 | $4,011+97.3% | $3,239+144.4% | $5,850+35.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |