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 | $126,127 | $111,814+12.8% | $93,654+34.7% | $145,959-13.6% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 12.02% | 203.30%-191.3pp | 133.34%-121.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,908 | $3,092-5.9% | $2,421+20.1% | $4,661-37.6% |
| Participant deferral / active EE | $3,408 | $4,914-30.6% | $4,413-22.8% | $6,689-49.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |