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 | $124,512 | $185,822-33.0% | $169,993-26.8% | $139,434-10.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.96% | 60.50%-39.5pp | 53.37%-32.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $5,352 | $7,590-29.5% | $6,785-21.1% | $4,751+12.7% |
| Participant deferral / active EE | $15,941 | $11,622+37.2% | $10,408+53.2% | $6,710+137.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |