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 | $123,552 | $127,777-3.3% | $106,548+16.0% | $167,490-26.2% |
| Participation rate | 78.6% | 78.3%+0.3pp | 76.1%+2.4pp | 82.1%-3.5pp |
| Annual return | 13.82% | 33.87%-20.1pp | 26.80%-13.0pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,049 | $3,427-40.2% | $2,819-27.3% | $4,837-57.6% |
| Participant deferral / active EE | $6,353 | $5,087+24.9% | $4,398+44.5% | $6,341+0.2% |
| Admin fee / account holder | $9 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |