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 | $190,122 | $102,317+85.8% | $146,958+29.4% | $80,856+135.1% |
| Participation rate | 71.0% | 75.8%-4.9pp | 82.2%-11.2pp | 67.6%+3.3pp |
| Annual return | 15.41% | 134.76%-119.4pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,320 | $3,713-10.6% | $4,933-32.7% | $2,755+20.5% |
| Participant deferral / active EE | $5,098 | $6,644-23.3% | $8,070-36.8% | $4,296+18.7% |
| Admin fee / account holder | $104 | $7,941-98.7% | $12,998-99.2% | $6,918-98.5% |