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 | $110,760 | $89,355+24.0% | $141,162-21.5% | $72,985+51.8% |
| Participation rate | 95.6% | 75.1%+20.4pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 20.42% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $4,255 | $3,114+36.6% | $4,735-10.1% | $2,440+74.4% |
| Participant deferral / active EE | $7,414 | $5,418+36.8% | $6,709+10.5% | $3,607+105.5% |
| Admin fee / account holder | $7 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |