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 | $122,677 | $117,841+4.1% | $102,423+19.8% | $145,922-15.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.43% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $11,498 | $3,615+218.1% | $3,023+280.3% | $4,660+146.8% |
| Participant deferral / active EE | $10,396 | $5,731+81.4% | $5,053+105.7% | $6,688+55.5% |
| Admin fee / account holder | $71 | $13,326-99.5% | $9,451-99.2% | $13,397-99.5% |