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 | $128,556 | $118,849+8.2% | $96,562+33.1% | $167,490-23.2% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 23.34% | 50.49%-27.1pp | 37.78%-14.4pp | 478.56%-455.2pp |
| Employer contribution / active EE | $2,504 | $3,120-19.7% | $2,356+6.3% | $4,837-48.2% |
| Participant deferral / active EE | $5,235 | $4,616+13.4% | $3,849+36.0% | $6,341-17.5% |
| Admin fee / account holder | $268 | $8,065-96.7% | $6,181-95.7% | $12,309-97.8% |