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 | $113,259 | $107,334+5.5% | $92,893+21.9% | $152,861-25.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 22.72% | 145.58%-122.9pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,807 | $4,221-9.8% | $3,653+4.2% | $4,762-20.1% |
| Participant deferral / active EE | $3,525 | $4,845-27.2% | $4,236-16.8% | $5,850-39.7% |
| Admin fee / account holder | $1 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |