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 | $88,511 | $60,124+47.2% | $90,404-2.1% | $79,858+10.8% |
| Participation rate | 90.0% | 65.0%+25.0pp | 72.7%+17.3pp | 69.6%+20.4pp |
| Annual return | 21.84% | 71.94%-50.1pp | 1293.02%-1271.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,162 | $2,068+52.9% | $3,262-3.1% | $2,471+28.0% |
| Participant deferral / active EE | $8,127 | $2,938+176.6% | $3,963+105.1% | $3,740+117.3% |
| Admin fee / account holder | $13 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |