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 | $247,364 | $138,044+79.2% | $125,339+97.4% | $134,475+83.9% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -13.72% | 750.33%-764.0pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,042 | $5,243-61.1% | $4,814-57.6% | $4,740-56.9% |
| Participant deferral / active EE | $7,386 | $7,799-5.3% | $7,446-0.8% | $6,400+15.4% |
| Admin fee / account holder | $127 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |