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 | $177,846 | $106,890+66.4% | $84,015+111.7% | $152,861+16.3% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 20.44% | 104.99%-84.5pp | 71.31%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,263 | $2,734-17.2% | $1,983+14.1% | $4,762-52.5% |
| Participant deferral / active EE | $7,072 | $4,011+76.3% | $3,239+118.3% | $5,850+20.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |