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 | $183,381 | $133,958+36.9% | $112,228+63.4% | $134,475+36.4% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -19.36% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,159 | $4,038-46.5% | $3,635-40.6% | $4,740-54.5% |
| Participant deferral / active EE | $4,461 | $5,291-15.7% | $4,728-5.6% | $6,400-30.3% |
| Admin fee / account holder | $73 | $7,489-99.0% | $6,410-98.9% | $11,426-99.4% |