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 | $189,115 | $117,841+60.5% | $102,423+84.6% | $145,922+29.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 15.17% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,521 | $3,615-57.9% | $3,023-49.7% | $4,660-67.4% |
| Participant deferral / active EE | $10,657 | $5,731+86.0% | $5,053+110.9% | $6,688+59.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |