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 | $121,028 | $96,635+25.2% | $86,612+39.7% | $139,434-13.2% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 26.21% | 106.41%-80.2pp | 591.07%-564.9pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,996 | $3,263-8.2% | $3,022-0.9% | $4,751-36.9% |
| Participant deferral / active EE | $7,164 | $4,836+48.1% | $4,438+61.4% | $6,710+6.8% |
| Admin fee / account holder | $23 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |