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 | $110,052 | $157,256-30.0% | $141,162-22.0% | $152,861-28.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 115.95% | 64.32%+51.6pp | 71.39%+44.6pp | 345.32%-229.4pp |
| Employer contribution / active EE | $2,421 | $5,261-54.0% | $4,735-48.9% | $4,762-49.2% |
| Participant deferral / active EE | $9,806 | $7,109+37.9% | $6,709+46.2% | $5,850+67.6% |
| Admin fee / account holder | $221 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |