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 | $124,538 | $102,966+21.0% | $90,281+37.9% | $152,861-18.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 27.96% | 95.16%-67.2pp | 78.10%-50.1pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,107 | $3,139-32.9% | $2,854-26.2% | $4,762-55.8% |
| Participant deferral / active EE | $4,594 | $4,281+7.3% | $3,885+18.2% | $5,850-21.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |