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 | $141,024 | $111,754+26.2% | $103,333+36.5% | $145,922-3.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.12% | 24.77%-13.6pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,911 | $4,212+16.6% | $3,868+27.0% | $4,660+5.4% |
| Participant deferral / active EE | $4,911 | $5,619-12.6% | $5,057-2.9% | $6,688-26.6% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |