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 | $109,563 | $109,881-0.3% | $150,045-27.0% | $84,808+29.2% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.5pp | 68.3%+14.5pp |
| Annual return | 23.39% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $13,277 | $3,561+272.8% | $4,693+182.9% | $2,631+404.7% |
| Participant deferral / active EE | $17,224 | $6,636+159.6% | $7,997+115.4% | $4,212+309.0% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |