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 | $122,794 | $102,966+19.3% | $90,281+36.0% | $152,861-19.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 13.52% | 95.16%-81.6pp | 78.10%-64.6pp | 345.32%-331.8pp |
| Employer contribution / active EE | $4,425 | $3,139+41.0% | $2,854+55.0% | $4,762-7.1% |
| Participant deferral / active EE | $5,961 | $4,281+39.2% | $3,885+53.4% | $5,850+1.9% |
| Admin fee / account holder | $280 | $6,171-95.5% | $5,351-94.8% | $11,596-97.6% |