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 | $107,593 | $107,334+0.2% | $92,893+15.8% | $152,861-29.6% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 15.78% | 145.58%-129.8pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $5,973 | $4,221+41.5% | $3,653+63.5% | $4,762+25.4% |
| Participant deferral / active EE | $5,217 | $4,845+7.7% | $4,236+23.1% | $5,850-10.8% |
| Admin fee / account holder | $83 | $7,079-98.8% | $5,794-98.6% | $11,596-99.3% |