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 | $116,618 | $118,680-1.7% | $98,907+17.9% | $158,922-26.6% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 11.58% | 372.35%-360.8pp | 196.43%-184.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,144 | $3,333-65.7% | $2,689-57.5% | $4,761-76.0% |
| Participant deferral / active EE | $3,159 | $5,088-37.9% | $4,244-25.6% | $5,982-47.2% |
| Admin fee / account holder | $5 | $10,131-100.0% | $6,642-99.9% | $11,246-100.0% |