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 | $116,357 | $105,998+9.8% | $92,233+26.2% | $147,584-21.2% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 19.07% | 50.05%-31.0pp | 176.28%-157.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,509 | $4,333-42.1% | $3,679-31.8% | $4,876-48.5% |
| Participant deferral / active EE | $7,743 | $4,478+72.9% | $3,897+98.7% | $5,439+42.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |