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 9-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 | $123,874 | $111,814+10.8% | $103,374+19.8% | $145,959-15.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 14.68% | 24.77%-10.1pp | 24.89%-10.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $10,192 | $4,214+141.9% | $3,869+163.4% | $4,661+118.7% |
| Participant deferral / active EE | $6,141 | $5,618+9.3% | $5,058+21.4% | $6,689-8.2% |
| Admin fee / account holder | $42 | $9,754-99.6% | $8,394-99.5% | $13,398-99.7% |