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 | $190,747 | $102,966+85.3% | $90,281+111.3% | $152,861+24.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 25.95% | 95.16%-69.2pp | 78.10%-52.1pp | 345.32%-319.4pp |
| Employer contribution / active EE | $838 | $3,139-73.3% | $2,854-70.7% | $4,762-82.4% |
| Participant deferral / active EE | $11,127 | $4,281+159.9% | $3,885+186.4% | $5,850+90.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |