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 | $125,467 | $159,934-21.6% | $147,005-14.7% | $145,959-14.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.58% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $6,999 | $5,287+32.4% | $4,934+41.8% | $4,661+50.2% |
| Participant deferral / active EE | $9,150 | $8,427+8.6% | $8,070+13.4% | $6,689+36.8% |
| Admin fee / account holder | $126 | $15,053-99.2% | $13,006-99.0% | $13,398-99.1% |