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 | $98,296 | $133,922-26.6% | $116,228-15.4% | $142,382-31.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 16.27% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,692 | $3,446+36.2% | $2,994+56.7% | $4,299+9.1% |
| Participant deferral / active EE | $6,403 | $5,672+12.9% | $4,953+29.3% | $6,507-1.6% |
| Admin fee / account holder | $78 | $14,945-99.5% | $11,989-99.3% | $12,624-99.4% |