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 | $221,956 | $105,998+109.4% | $92,233+140.6% | $147,584+50.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 21.54% | 50.05%-28.5pp | 176.28%-154.7pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,757 | $4,333-59.5% | $3,679-52.2% | $4,876-64.0% |
| Participant deferral / active EE | $7,736 | $4,478+72.8% | $3,897+98.5% | $5,439+42.2% |
| Admin fee / account holder | $281 | $6,332-95.6% | $5,194-94.6% | $10,885-97.4% |