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 | $114,401 | $105,998+7.9% | $92,233+24.0% | $147,584-22.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.62% | 50.05%-29.4pp | 176.28%-155.7pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,069 | $4,333-52.3% | $3,679-43.8% | $4,876-57.6% |
| Participant deferral / active EE | $5,967 | $4,478+33.2% | $3,897+53.1% | $5,439+9.7% |
| Admin fee / account holder | $17 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |