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 6-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 | $135,299 | $117,983+14.7% | $101,794+32.9% | $142,382-5.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 19.32% | 36.92%-17.6pp | 30.53%-11.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,725 | $2,773-1.7% | $2,289+19.0% | $4,299-36.6% |
| Participant deferral / active EE | $9,982 | $4,714+111.8% | $4,084+144.4% | $6,507+53.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |