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 | $86,085 | $123,909-30.5% | $69,647+23.6% | $145,922-41.0% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.5%+19.3pp | 80.3%+5.4pp |
| Annual return | 16.53% | 190.55%-174.0pp | 100.48%-84.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,799 | $2,682+4.4% | $1,712+63.4% | $4,660-39.9% |
| Participant deferral / active EE | $3,810 | $4,236-10.1% | $2,886+32.0% | $6,688-43.0% |
| Admin fee / account holder | $12 | $7,863-99.9% | $4,713-99.8% | $13,397-99.9% |