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 | $119,336 | $73,515+62.3% | $62,995+89.4% | $147,584-19.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 16.46% | 175.43%-159.0pp | 87.57%-71.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,792 | $3,320-46.0% | $2,759-35.1% | $4,876-63.3% |
| Participant deferral / active EE | $2,145 | $4,185-48.7% | $3,329-35.6% | $5,439-60.6% |
| Admin fee / account holder | $11 | $5,953-99.8% | $3,600-99.7% | $10,885-99.9% |