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 | $116,060 | $115,770+0.3% | $101,248+14.6% | $158,922-27.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 13.44% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $12,471 | $4,175+198.7% | $3,660+240.8% | $4,761+161.9% |
| Participant deferral / active EE | $2,844 | $4,957-42.6% | $4,370-34.9% | $5,982-52.5% |
| Admin fee / account holder | $113 | $7,245-98.4% | $5,945-98.1% | $11,246-99.0% |