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 | $186,026 | $105,181+76.9% | $159,436+16.7% | $85,850+116.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 31.14% | 45.07%-13.9pp | 263.57%-232.4pp | 318.53%-287.4pp |
| Employer contribution / active EE | $2,752 | $3,318-17.1% | $4,829-43.0% | $2,565+7.3% |
| Participant deferral / active EE | $6,220 | $5,945+4.6% | $7,352-15.4% | $3,952+57.4% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |