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 | $123,298 | $183,519-32.8% | $155,509-20.7% | $145,922-15.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.02% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,276 | $5,313-57.2% | $4,672-51.3% | $4,660-51.2% |
| Participant deferral / active EE | $16,065 | $6,462+148.6% | $5,626+185.5% | $6,688+140.2% |
| Admin fee / account holder | $60 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |