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 | $134,430 | $124,185+8.2% | $108,410+24.0% | $167,490-19.7% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 11.12% | 1379.64%-1368.5pp | 905.27%-894.2pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,815 | $4,187-32.8% | $3,558-20.9% | $4,837-41.8% |
| Participant deferral / active EE | $9,718 | $6,908+40.7% | $6,563+48.1% | $6,341+53.3% |
| Admin fee / account holder | $27 | $9,455-99.7% | $7,295-99.6% | $12,309-99.8% |