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 | $111,823 | $85,766+30.4% | $136,294-18.0% | $70,131+59.4% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 21.52% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $3,783 | $2,966+27.5% | $4,695-19.4% | $2,342+61.5% |
| Participant deferral / active EE | $7,346 | $5,051+45.4% | $6,247+17.6% | $3,332+120.5% |
| Admin fee / account holder | $10 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |