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 | $173,646 | $158,398+9.6% | $126,539+37.2% | $142,382+22.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 19.21% | 593.76%-574.6pp | 425.95%-406.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,410 | $4,650-26.7% | $3,674-7.2% | $4,299-20.7% |
| Participant deferral / active EE | $7,143 | $4,767+49.9% | $4,083+75.0% | $6,507+9.8% |
| Admin fee / account holder | $13 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |