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 | $179,097 | $93,024+92.5% | $77,024+132.5% | $134,475+33.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.82% | 62.60%-83.4pp | 42.32%-63.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $5,270 | $3,418+54.2% | $2,812+87.4% | $4,740+11.2% |
| Participant deferral / active EE | $18,276 | $5,238+248.9% | $4,426+312.9% | $6,400+185.6% |
| Admin fee / account holder | $218 | $6,944-96.9% | $5,425-96.0% | $11,426-98.1% |