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 5-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 | $123,713 | $109,982+12.5% | $97,226+27.2% | $145,922-15.2% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 10.95% | 242.90%-232.0pp | 75.13%-64.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $13,799 | $3,084+347.4% | $2,729+405.7% | $4,660+196.1% |
| Participant deferral / active EE | $16,058 | $4,676+243.4% | $4,264+276.6% | $6,688+140.1% |
| Admin fee / account holder | $251 | $6,221-96.0% | $5,654-95.6% | $13,397-98.1% |