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 | $104,021 | $107,934-3.6% | $91,989+13.1% | $152,861-32.0% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 21.93% | 89.24%-67.3pp | 69.02%-47.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $4,023 | $4,210-4.4% | $3,452+16.5% | $4,762-15.5% |
| Participant deferral / active EE | $12,743 | $6,364+100.2% | $5,923+115.1% | $5,850+117.8% |
| Admin fee / account holder | $2 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |