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 | $139,436 | $115,882+20.3% | $100,516+38.7% | $158,922-12.3% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 15.59% | 34.79%-19.2pp | 30.89%-15.3pp | 302.83%-287.2pp |
| Employer contribution / active EE | $4,134 | $4,103+0.8% | $3,418+21.0% | $4,761-13.2% |
| Participant deferral / active EE | $13,144 | $6,674+96.9% | $6,270+109.6% | $5,982+119.7% |
| Admin fee / account holder | $39 | $10,995-99.6% | $8,081-99.5% | $11,246-99.7% |