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 | $129,621 | $149,040-13.0% | $120,225+7.8% | $137,256-5.6% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 19.49% | 605.68%-586.2pp | 439.23%-419.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,477 | $4,350-66.0% | $3,475-57.5% | $4,156-64.5% |
| Participant deferral / active EE | $6,333 | $4,655+36.1% | $3,999+58.4% | $6,407-1.1% |
| Admin fee / account holder | $207 | $6,348-96.7% | $5,696-96.4% | $12,270-98.3% |