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 | $152,064 | $111,814+36.0% | $103,374+47.1% | $145,959+4.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 17.52% | 24.77%-7.3pp | 24.89%-7.4pp | 561.95%-544.4pp |
| Employer contribution / active EE | $1,668 | $4,214-60.4% | $3,869-56.9% | $4,661-64.2% |
| Participant deferral / active EE | $7,289 | $5,618+29.7% | $5,058+44.1% | $6,689+9.0% |
| Admin fee / account holder | $8 | $9,754-99.9% | $8,394-99.9% | $13,398-99.9% |