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 | $123,178 | $74,888+64.5% | $71,209+73.0% | $142,382-13.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 15.17% | 345.14%-330.0pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,507 | $2,854+92.9% | $2,721+102.4% | $4,299+28.1% |
| Participant deferral / active EE | $11,782 | $4,454+164.5% | $4,175+182.2% | $6,507+81.1% |
| Admin fee / account holder | $84 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |