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 | $188,642 | $99,877+88.9% | $84,966+122.0% | $145,922+29.3% |
| Participation rate | 73.3% | 74.1%-0.8pp | 67.5%+5.8pp | 80.3%-6.9pp |
| Annual return | 10.59% | 83.76%-73.2pp | 66.38%-55.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $920 | $3,231-71.5% | $2,727-66.3% | $4,660-80.3% |
| Participant deferral / active EE | $13,800 | $5,291+160.8% | $4,519+205.4% | $6,688+106.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |