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 | $126,983 | $115,770+9.7% | $101,248+25.4% | $158,922-20.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.77% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $9,836 | $4,175+135.6% | $3,660+168.8% | $4,761+106.6% |
| Participant deferral / active EE | $8,211 | $4,957+65.6% | $4,370+87.9% | $5,982+37.3% |
| Admin fee / account holder | $5 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |