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 9-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 | $202,300 | $112,096+80.5% | $95,952+110.8% | $158,922+27.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 13.92% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,584 | $3,198-50.5% | $2,541-37.7% | $4,761-66.7% |
| Participant deferral / active EE | $9,122 | $4,784+90.7% | $4,167+118.9% | $5,982+52.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |