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 | $115,207 | $106,890+7.8% | $84,015+37.1% | $152,861-24.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.78% | 104.99%-84.2pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,651 | $2,734+33.5% | $1,983+84.1% | $4,762-23.3% |
| Participant deferral / active EE | $12,828 | $4,011+219.8% | $3,239+296.1% | $5,850+119.3% |
| Admin fee / account holder | $111 | $8,285-98.7% | $6,101-98.2% | $11,596-99.0% |