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 4-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 | $100,510 | $102,966-2.4% | $90,281+11.3% | $152,861-34.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 23.55% | 95.16%-71.6pp | 78.10%-54.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $7,034 | $3,139+124.1% | $2,854+146.4% | $4,762+47.7% |
| Participant deferral / active EE | $5,894 | $4,281+37.7% | $3,885+51.7% | $5,850+0.7% |
| Admin fee / account holder | $98 | $6,171-98.4% | $5,351-98.2% | $11,596-99.2% |