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 | $110,013 | $105,998+3.8% | $92,233+19.3% | $147,584-25.5% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 27.95% | 50.05%-22.1pp | 176.28%-148.3pp | 578.55%-550.6pp |
| Employer contribution / active EE | $1,403 | $4,333-67.6% | $3,679-61.9% | $4,876-71.2% |
| Participant deferral / active EE | $1,461 | $4,478-67.4% | $3,897-62.5% | $5,439-73.1% |
| Admin fee / account holder | $12 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |