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 5-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 | $101,157 | $100,773+0.4% | $88,946+13.7% | $142,382-29.0% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 14.27% | 70.18%-55.9pp | 57.82%-43.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $9,719 | $2,918+233.1% | $2,555+280.4% | $4,299+126.1% |
| Participant deferral / active EE | $8,014 | $5,230+53.2% | $4,581+74.9% | $6,507+23.2% |
| Admin fee / account holder | $160 | $9,693-98.3% | $8,261-98.1% | $12,624-98.7% |