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 | $119,560 | $115,770+3.3% | $101,248+18.1% | $158,922-24.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.69% | 56.14%-42.5pp | 46.47%-32.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,405 | $4,175-42.4% | $3,660-34.3% | $4,761-49.5% |
| Participant deferral / active EE | $4,959 | $4,9570% | $4,370+13.5% | $5,982-17.1% |
| Admin fee / account holder | $90 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |