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 | $134,248 | $115,882+15.8% | $100,516+33.6% | $158,922-15.5% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 23.39% | 34.79%-11.4pp | 30.89%-7.5pp | 302.83%-279.4pp |
| Employer contribution / active EE | $11,956 | $4,103+191.4% | $3,418+249.8% | $4,761+151.1% |
| Participant deferral / active EE | $12,688 | $6,674+90.1% | $6,270+102.4% | $5,982+112.1% |
| Admin fee / account holder | $211 | $10,995-98.1% | $8,081-97.4% | $11,246-98.1% |