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 | $227,894 | $159,901+42.5% | $146,958+55.1% | $145,922+56.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.32% | 98.13%-72.8pp | 418.34%-393.0pp | 561.29%-536.0pp |
| Employer contribution / active EE | $5,429 | $5,286+2.7% | $4,933+10.0% | $4,660+16.5% |
| Participant deferral / active EE | $11,914 | $8,428+41.4% | $8,070+47.6% | $6,688+78.2% |
| Admin fee / account holder | $147 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |