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 | $114,186 | $104,907+8.8% | $84,611+35.0% | $152,861-25.3% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 21.57% | 373.79%-352.2pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $10,136 | $3,302+207.0% | $2,652+282.2% | $4,762+112.8% |
| Participant deferral / active EE | $10,615 | $4,688+126.4% | $3,899+172.3% | $5,850+81.4% |
| Admin fee / account holder | $21 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |