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 | $124,750 | $109,327+14.1% | $89,391+39.6% | $158,922-21.5% |
| Participation rate | 94.1% | 74.3%+19.9pp | 68.0%+26.1pp | 82.0%+12.2pp |
| Annual return | 16.95% | 345.68%-328.7pp | 245.62%-228.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,875 | $3,170-40.8% | $2,586-27.5% | $4,761-60.6% |
| Participant deferral / active EE | $6,530 | $4,598+42.0% | $3,890+67.9% | $5,982+9.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |