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 | $98,308 | $112,881-12.9% | $90,951+8.1% | $158,922-38.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 14.17% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $11,311 | $2,893+291.0% | $2,122+433.1% | $4,761+137.6% |
| Participant deferral / active EE | $7,724 | $4,128+87.1% | $3,373+129.0% | $5,982+29.1% |
| Admin fee / account holder | $287 | $8,041-96.4% | $5,959-95.2% | $11,246-97.5% |