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 | $127,059 | $111,724+13.7% | $93,606+35.7% | $145,922-12.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 12.45% | 202.98%-190.5pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,148 | $3,090+34.3% | $2,420+71.4% | $4,660-11.0% |
| Participant deferral / active EE | $5,060 | $4,912+3.0% | $4,411+14.7% | $6,688-24.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |