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 | $128,689 | $99,652+29.1% | $78,778+63.4% | $147,584-12.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.60% | 47.28%-28.7pp | 35.62%-17.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,170 | $2,796-22.4% | $1,986+9.3% | $4,876-55.5% |
| Participant deferral / active EE | $4,393 | $3,664+19.9% | $2,958+48.5% | $5,439-19.2% |
| Admin fee / account holder | $12 | $7,155-99.8% | $5,134-99.8% | $10,885-99.9% |