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 | $105,682 | $77,145+37.0% | $108,410-2.5% | $85,850+23.1% |
| Participation rate | 92.2% | 74.7%+17.5pp | 80.1%+12.1pp | 69.3%+22.9pp |
| Annual return | 17.85% | 44.54%-26.7pp | 905.27%-887.4pp | 318.53%-300.7pp |
| Employer contribution / active EE | $5,035 | $2,379+111.6% | $3,558+41.5% | $2,565+96.3% |
| Participant deferral / active EE | $7,580 | $5,566+36.2% | $6,563+15.5% | $3,952+91.8% |
| Admin fee / account holder | $11 | $5,172-99.8% | $7,295-99.8% | $6,260-99.8% |