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 8-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 | $147,712 | $148,534-0.6% | $135,903+8.7% | $139,434+5.9% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 13.64% | 79.19%-65.6pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,161 | $5,243-58.8% | $4,856-55.5% | $4,751-54.5% |
| Participant deferral / active EE | $7,646 | $8,100-5.6% | $7,758-1.4% | $6,710+14.0% |
| Admin fee / account holder | $126 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |