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 | $127,345 | $111,724+14.0% | $93,606+36.0% | $145,922-12.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 14.82% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,784 | $3,090-42.3% | $2,420-26.3% | $4,660-61.7% |
| Participant deferral / active EE | $5,065 | $4,912+3.1% | $4,411+14.8% | $6,688-24.3% |
| Admin fee / account holder | $128 | $10,250-98.8% | $8,285-98.5% | $13,397-99.0% |