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 | $177,055 | $99,079+78.7% | $77,999+127.0% | $273,961-35.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 11.00% | 217.93%-206.9pp | 425.96%-415.0pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,267 | $3,308-61.7% | $2,470-48.7% | $4,869-74.0% |
| Participant deferral / active EE | $2,096 | $4,306-51.3% | $3,497-40.1% | $5,287-60.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |