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 | $245,454 | $138,044+77.8% | $125,339+95.8% | $134,475+82.5% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -19.74% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,276 | $5,243-75.7% | $4,814-73.5% | $4,740-73.1% |
| Participant deferral / active EE | $5,350 | $7,799-31.4% | $7,446-28.2% | $6,400-16.4% |
| Admin fee / account holder | $92 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |