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 | $133,601 | $111,724+19.6% | $93,606+42.7% | $145,922-8.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 13.49% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,106 | $3,090-31.8% | $2,420-13.0% | $4,660-54.8% |
| Participant deferral / active EE | $6,679 | $4,912+36.0% | $4,411+51.4% | $6,688-0.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |