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 | $120,402 | $148,534-18.9% | $135,903-11.4% | $139,434-13.6% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 19.36% | 79.19%-59.8pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,374 | $5,243-54.7% | $4,856-51.1% | $4,751-50.0% |
| Participant deferral / active EE | $7,263 | $8,100-10.3% | $7,758-6.4% | $6,710+8.2% |
| Admin fee / account holder | $29 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |