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 | $239,482 | $217,402+10.2% | $185,823+28.9% | $167,490+43.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.99% | 148.36%-124.4pp | 122.05%-98.1pp | 478.56%-454.6pp |
| Employer contribution / active EE | $2,381 | $5,873-59.5% | $5,167-53.9% | $4,837-50.8% |
| Participant deferral / active EE | $13,862 | $6,356+118.1% | $5,568+149.0% | $6,341+118.6% |
| Admin fee / account holder | $32 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |