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 | $148,976 | $111,724+33.3% | $93,606+59.2% | $145,922+2.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 20.48% | 202.98%-182.5pp | 133.20%-112.7pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,331 | $3,090-56.9% | $2,420-45.0% | $4,660-71.4% |
| Participant deferral / active EE | $5,232 | $4,912+6.5% | $4,411+18.6% | $6,688-21.8% |
| Admin fee / account holder | $129 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |