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 7-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 | $101,128 | $111,535-9.3% | $105,223-3.9% | $137,256-26.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 18.75% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $15,098 | $3,939+283.2% | $3,689+309.3% | $4,156+263.3% |
| Participant deferral / active EE | $19,941 | $5,500+262.6% | $5,072+293.2% | $6,407+211.2% |
| Admin fee / account holder | $9 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |