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 | $135,581 | $157,256-13.8% | $141,162-4.0% | $152,861-11.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 19.83% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $8,070 | $5,261+53.4% | $4,735+70.4% | $4,762+69.5% |
| Participant deferral / active EE | $9,744 | $7,109+37.1% | $6,709+45.2% | $5,850+66.6% |
| Admin fee / account holder | $37 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |