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 | $120,161 | $111,724+7.6% | $93,606+28.4% | $145,922-17.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 71.95% | 202.98%-131.0pp | 133.20%-61.2pp | 561.29%-489.3pp |
| Employer contribution / active EE | $2,578 | $3,090-16.6% | $2,420+6.5% | $4,660-44.7% |
| Participant deferral / active EE | $5,318 | $4,912+8.3% | $4,411+20.5% | $6,688-20.5% |
| Admin fee / account holder | $4 | $10,250-100.0% | $8,285-99.9% | $13,397-100.0% |