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 | $131,542 | $110,502+19.0% | $80,716+63.0% | $167,490-21.5% |
| Participation rate | 71.4% | 64.0%+7.5pp | 54.2%+17.3pp | 82.1%-10.7pp |
| Annual return | 13.31% | 120.54%-107.2pp | 87.28%-74.0pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,351 | $1,543-12.4% | $1,160+16.5% | $4,837-72.1% |
| Participant deferral / active EE | $10,000 | $2,871+248.3% | $2,146+366.1% | $6,341+57.7% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |