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 | $190,496 | $105,998+79.7% | $92,233+106.5% | $147,584+29.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 17.27% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,020 | $4,333-76.5% | $3,679-72.3% | $4,876-79.1% |
| Participant deferral / active EE | $2,190 | $4,478-51.1% | $3,897-43.8% | $5,439-59.7% |
| Admin fee / account holder | $83 | $6,332-98.7% | $5,194-98.4% | $10,885-99.2% |