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 | $123,069 | $157,256-21.7% | $141,162-12.8% | $152,861-19.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.83% | 64.32%-36.5pp | 71.39%-43.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $11,670 | $5,261+121.8% | $4,735+146.5% | $4,762+145.0% |
| Participant deferral / active EE | $15,425 | $7,109+117.0% | $6,709+129.9% | $5,850+163.7% |
| Admin fee / account holder | $184 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |