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 | $105,160 | $115,770-9.2% | $101,248+3.9% | $158,922-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.38% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $6,110 | $4,175+46.4% | $3,660+67.0% | $4,761+28.3% |
| Participant deferral / active EE | $12,283 | $4,957+147.8% | $4,370+181.1% | $5,982+105.3% |
| Admin fee / account holder | $128 | $7,245-98.2% | $5,945-97.9% | $11,246-98.9% |