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 | $138,029 | $152,587-9.5% | $125,175+10.3% | $152,861-9.7% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 36.73% | 54.84%-18.1pp | 43.79%-7.1pp | 345.32%-308.6pp |
| Employer contribution / active EE | $2,468 | $4,946-50.1% | $3,865-36.2% | $4,762-48.2% |
| Participant deferral / active EE | $5,553 | $5,868-5.4% | $4,937+12.5% | $5,850-5.1% |
| Admin fee / account holder | $139 | $13,434-99.0% | $9,702-98.6% | $11,596-98.8% |