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 | $130,171 | $115,770+12.4% | $101,248+28.6% | $158,922-18.1% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 14.01% | 56.14%-42.1pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,544 | $4,175+8.8% | $3,660+24.2% | $4,761-4.6% |
| Participant deferral / active EE | $9,088 | $4,957+83.3% | $4,370+107.9% | $5,982+51.9% |
| Admin fee / account holder | $277 | $7,245-96.2% | $5,945-95.3% | $11,246-97.5% |