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 | $138,538 | $99,877+38.7% | $84,966+63.1% | $145,922-5.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.91% | 83.76%-56.9pp | 66.38%-39.5pp | 561.29%-534.4pp |
| Employer contribution / active EE | $3,736 | $3,231+15.6% | $2,727+37.0% | $4,660-19.8% |
| Participant deferral / active EE | $9,587 | $5,291+81.2% | $4,519+112.1% | $6,688+43.4% |
| Admin fee / account holder | $274 | $7,248-96.2% | $6,149-95.5% | $13,397-98.0% |