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 | $154,867 | $115,770+33.8% | $101,248+53.0% | $158,922-2.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.40% | 56.14%-37.7pp | 46.47%-28.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $5,728 | $4,175+37.2% | $3,660+56.5% | $4,761+20.3% |
| Participant deferral / active EE | $10,669 | $4,957+115.2% | $4,370+144.1% | $5,982+78.3% |
| Admin fee / account holder | $27 | $7,245-99.6% | $5,945-99.5% | $11,246-99.8% |