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 | $102,999 | $202,318-49.1% | $172,739-40.4% | $152,861-32.6% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 26.78% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,284 | $5,856-61.0% | $5,143-55.6% | $4,762-52.0% |
| Participant deferral / active EE | $4,491 | $5,948-24.5% | $5,198-13.6% | $5,850-23.2% |
| Admin fee / account holder | $29 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |