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 | $104,799 | $105,998-1.1% | $92,233+13.6% | $147,584-29.0% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 18.07% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $4,484 | $4,333+3.5% | $3,679+21.9% | $4,876-8.0% |
| Participant deferral / active EE | $6,892 | $4,478+53.9% | $3,897+76.9% | $5,439+26.7% |
| Admin fee / account holder | $9 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |