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 | $108,856 | $115,770-6.0% | $101,248+7.5% | $158,922-31.5% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 18.76% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,211 | $4,175-23.1% | $3,660-12.2% | $4,761-32.6% |
| Participant deferral / active EE | $4,939 | $4,957-0.4% | $4,370+13.0% | $5,982-17.4% |
| Admin fee / account holder | $29 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |