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 | $125,904 | $74,888+68.1% | $71,209+76.8% | $142,382-11.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.94% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,839 | $2,854-35.6% | $2,721-32.4% | $4,299-57.2% |
| Participant deferral / active EE | $16,537 | $4,454+271.3% | $4,175+296.1% | $6,507+154.1% |
| Admin fee / account holder | $205 | $5,568-96.3% | $5,349-96.2% | $12,624-98.4% |