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 | $95,987 | $102,966-6.8% | $90,281+6.3% | $152,861-37.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.19% | 95.16%-75.0pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $14,648 | $3,139+366.7% | $2,854+413.2% | $4,762+207.6% |
| Participant deferral / active EE | $10,048 | $4,281+134.7% | $3,885+158.6% | $5,850+71.8% |
| Admin fee / account holder | $36 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |