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 | $140,198 | $70,606+98.6% | $53,898+160.1% | $142,382-1.5% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 17.04% | 619.81%-602.8pp | 528.60%-511.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,316 | $1,202+92.7% | $932+148.5% | $4,299-46.1% |
| Participant deferral / active EE | $5,180 | $2,364+119.1% | $1,826+183.7% | $6,507-20.4% |
| Admin fee / account holder | $13 | $2,852-99.5% | $2,491-99.5% | $12,624-99.9% |