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 | $125,588 | $99,020+26.8% | $86,590+45.0% | $147,584-14.9% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 22.62% | 1312.34%-1289.7pp | 964.84%-942.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,765 | $3,972+120.7% | $3,609+142.9% | $5,439+61.2% |
| Admin fee / account holder | $42 | $5,710-99.3% | $4,906-99.2% | $10,885-99.6% |