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 | $119,104 | $209,832-43.2% | $189,513-37.2% | $167,490-28.9% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 22.28% | 748.27%-726.0pp | 555.15%-532.9pp | 478.56%-456.3pp |
| Employer contribution / active EE | $4,156 | $6,914-39.9% | $6,162-32.5% | $4,837-14.1% |
| Participant deferral / active EE | $10,678 | $8,935+19.5% | $8,221+29.9% | $6,341+68.4% |
| Admin fee / account holder | $65 | $14,293-99.5% | $12,045-99.5% | $12,309-99.5% |