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 | $111,010 | $100,852+10.1% | $90,404+22.8% | $158,922-30.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 18.23% | 1724.20%-1706.0pp | 1293.02%-1274.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $3,005 | $3,689-18.5% | $3,262-7.9% | $4,761-36.9% |
| Participant deferral / active EE | $9,969 | $4,348+129.3% | $3,963+151.5% | $5,982+66.6% |
| Admin fee / account holder | $242 | $6,501-96.3% | $5,611-95.7% | $11,246-97.8% |