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 | $111,922 | $202,432-44.7% | $169,368-33.9% | $139,434-19.7% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 17.40% | 531.74%-514.3pp | 405.60%-388.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,387 | $4,692-6.5% | $4,013+9.3% | $4,751-7.7% |
| Participant deferral / active EE | $3,902 | $6,938-43.8% | $6,221-37.3% | $6,710-41.8% |
| Admin fee / account holder | $45 | $10,708-99.6% | $9,003-99.5% | $11,403-99.6% |