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 6-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 | $221,636 | $157,256+40.9% | $141,162+57.0% | $152,861+45.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,047 | $5,261-80.1% | $4,735-77.9% | $4,762-78.0% |
| Participant deferral / active EE | $6,121 | $7,109-13.9% | $6,709-8.8% | $5,850+4.6% |
| Admin fee / account holder | $114 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |