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 | $207,174 | $180,449+14.8% | $154,107+34.4% | $135,375+53.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -2.21% | 888.09%-890.3pp | 735.12%-737.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,952 | $6,035-67.7% | $5,298-63.2% | $4,779-59.2% |
| Participant deferral / active EE | $5,716 | $5,806-1.6% | $5,081+12.5% | $5,609+1.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |