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 | $107,024 | $197,591-45.8% | $177,821-39.8% | $158,922-32.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 12.90% | 58.76%-45.9pp | 48.32%-35.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $9,266 | $6,697+38.4% | $5,918+56.6% | $4,761+94.6% |
| Participant deferral / active EE | $11,054 | $8,405+31.5% | $7,714+43.3% | $5,982+84.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |