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 | $139,132 | $112,096+24.1% | $95,952+45.0% | $158,922-12.5% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 19.80% | 171.09%-151.3pp | 91.61%-71.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,415 | $3,198+6.8% | $2,541+34.4% | $4,761-28.3% |
| Participant deferral / active EE | $10,142 | $4,784+112.0% | $4,167+143.4% | $5,982+69.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |