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 | $120,854 | $115,770+4.4% | $101,248+19.4% | $158,922-24.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 15.25% | 56.14%-40.9pp | 46.47%-31.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,253 | $4,175+1.9% | $3,660+16.2% | $4,761-10.7% |
| Participant deferral / active EE | $9,732 | $4,957+96.3% | $4,370+122.7% | $5,982+62.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |