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 | $138,567 | $123,909+11.8% | $69,647+99.0% | $145,922-5.0% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.5%+13.5pp | 80.3%-0.3pp |
| Annual return | 17.27% | 190.55%-173.3pp | 100.48%-83.2pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,312 | $2,682+23.5% | $1,712+93.4% | $4,660-28.9% |
| Participant deferral / active EE | $8,784 | $4,236+107.4% | $2,886+204.4% | $6,688+31.3% |
| Admin fee / account holder | $7 | $7,863-99.9% | $4,713-99.9% | $13,397-100.0% |