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 | $124,577 | $165,335-24.7% | $149,696-16.8% | $158,922-21.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.77% | 348.15%-329.4pp | 276.60%-257.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $16,462 | $5,103+222.6% | $4,644+254.4% | $4,761+245.7% |
| Participant deferral / active EE | $13,130 | $7,181+82.8% | $6,842+91.9% | $5,982+119.5% |
| Admin fee / account holder | $42 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |