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 | $118,370 | $183,519-35.5% | $155,509-23.9% | $145,922-18.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 14.56% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,925 | $5,313-26.1% | $4,672-16.0% | $4,660-15.8% |
| Participant deferral / active EE | $5,731 | $6,462-11.3% | $5,626+1.9% | $6,688-14.3% |
| Admin fee / account holder | $31 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |