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 | $118,757 | $115,770+2.6% | $101,248+17.3% | $158,922-25.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 16.71% | 56.14%-39.4pp | 46.47%-29.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $7,008 | $4,175+67.9% | $3,660+91.5% | $4,761+47.2% |
| Participant deferral / active EE | $6,151 | $4,957+24.1% | $4,370+40.8% | $5,982+2.8% |
| Admin fee / account holder | $38 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |