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 | $141,013 | $115,770+21.8% | $101,248+39.3% | $158,922-11.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 18.90% | 56.14%-37.2pp | 46.47%-27.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,780 | $4,175-9.4% | $3,660+3.3% | $4,761-20.6% |
| Participant deferral / active EE | $8,293 | $4,957+67.3% | $4,370+89.8% | $5,982+38.6% |
| Admin fee / account holder | $13 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |