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 | $157,248 | $106,543+47.6% | $91,220+72.4% | $134,475+16.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 87.71% | 160.60%-72.9pp | 114.01%-26.3pp | 417.96%-330.2pp |
| Employer contribution / active EE | $1,142 | $3,331-65.7% | $2,850-59.9% | $4,740-75.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $183 | $6,231-97.1% | $5,420-96.6% | $11,426-98.4% |