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 | $115,575 | $144,119-19.8% | $117,854-1.9% | $147,584-21.7% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 20.46% | 531.15%-510.7pp | 335.08%-314.6pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,171 | $4,896-55.7% | $3,786-42.7% | $4,876-55.5% |
| Participant deferral / active EE | $6,090 | $5,316+14.6% | $4,482+35.9% | $5,439+12.0% |
| Admin fee / account holder | $18 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |