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 | $100,661 | $60,124+67.4% | $90,404+11.3% | $79,858+26.0% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 15.19% | 71.94%-56.8pp | 1293.02%-1277.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,391 | $2,068+15.6% | $3,262-26.7% | $2,471-3.2% |
| Participant deferral / active EE | $5,488 | $2,938+86.8% | $3,963+38.5% | $3,740+46.7% |
| Admin fee / account holder | $199 | $3,976-95.0% | $5,611-96.5% | $5,306-96.3% |