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 | $194,619 | $81,632+138.4% | $70,449+176.3% | $158,922+22.5% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 17.20% | 208.40%-191.2pp | 109.03%-91.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,212 | $3,217-62.3% | $2,737-55.7% | $4,761-74.5% |
| Participant deferral / active EE | $1,423 | $4,554-68.7% | $3,709-61.6% | $5,982-76.2% |
| Admin fee / account holder | $6 | $6,193-99.9% | $3,845-99.8% | $11,246-99.9% |