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 | $137,064 | $72,071+90.2% | $68,368+100.5% | $137,256-0.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 13.42% | 353.14%-339.7pp | 292.57%-279.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,779 | $2,788-36.2% | $2,649-32.8% | $4,156-57.2% |
| Participant deferral / active EE | $4,134 | $4,410-6.3% | $4,123+0.3% | $6,407-35.5% |
| Admin fee / account holder | $149 | $5,336-97.2% | $5,150-97.1% | $12,270-98.8% |