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 | $134,312 | $100,773+33.3% | $88,946+51.0% | $142,382-5.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 14.84% | 70.18%-55.3pp | 57.82%-43.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,613 | $2,918-44.7% | $2,555-36.9% | $4,299-62.5% |
| Participant deferral / active EE | $14,975 | $5,230+186.3% | $4,581+226.9% | $6,507+130.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |