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 | $132,108 | $118,680+11.3% | $98,907+33.6% | $158,922-16.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 19.58% | 372.35%-352.8pp | 196.43%-176.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,247 | $3,333-32.6% | $2,689-16.4% | $4,761-52.8% |
| Participant deferral / active EE | $6,426 | $5,088+26.3% | $4,244+51.4% | $5,982+7.4% |
| Admin fee / account holder | $11 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |