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 | $100,073 | $114,047-12.3% | $96,139+4.1% | $167,490-40.3% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 26.76% | 189.88%-163.1pp | 191.94%-165.2pp | 478.56%-451.8pp |
| Employer contribution / active EE | $5,892 | $3,427+71.9% | $2,797+110.7% | $4,837+21.8% |
| Participant deferral / active EE | $12,979 | $5,194+149.9% | $4,349+198.4% | $6,341+104.7% |
| Admin fee / account holder | $20 | $6,897-99.7% | $5,537-99.6% | $12,309-99.8% |