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 | $170,627 | $157,256+8.5% | $141,162+20.9% | $152,861+11.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 22.82% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $9,841 | $5,261+87.1% | $4,735+107.8% | $4,762+106.6% |
| Participant deferral / active EE | $7,462 | $7,109+5.0% | $6,709+11.2% | $5,850+27.5% |
| Admin fee / account holder | $125 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |