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 | $122,819 | $114,381+7.4% | $107,525+14.2% | $142,382-13.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 53.09% | 242.71%-189.6pp | 181.32%-128.2pp | 217.08%-164.0pp |
| Employer contribution / active EE | $1,446 | $4,015-64.0% | $3,754-61.5% | $4,299-66.4% |
| Participant deferral / active EE | $5,713 | $5,564+2.7% | $5,116+11.7% | $6,507-12.2% |
| Admin fee / account holder | $128 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |