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 | $209,596 | $115,770+81.0% | $101,248+107.0% | $158,922+31.9% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 24.21% | 56.14%-31.9pp | 46.47%-22.3pp | 302.83%-278.6pp |
| Employer contribution / active EE | $2,983 | $4,175-28.5% | $3,660-18.5% | $4,761-37.3% |
| Participant deferral / active EE | $3,464 | $4,957-30.1% | $4,370-20.7% | $5,982-42.1% |
| Admin fee / account holder | $8 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |