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 | $108,971 | $104,907+3.9% | $84,611+28.8% | $152,861-28.7% |
| Participation rate | 89.5% | 74.8%+14.7pp | 68.2%+21.2pp | 82.4%+7.0pp |
| Annual return | 13.95% | 373.79%-359.8pp | 258.74%-244.8pp | 345.32%-331.4pp |
| Employer contribution / active EE | $7,236 | $3,302+119.2% | $2,652+172.8% | $4,762+51.9% |
| Participant deferral / active EE | $5,596 | $4,688+19.4% | $3,899+43.5% | $5,850-4.4% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |