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 | $130,473 | $148,534-12.2% | $135,903-4.0% | $139,434-6.4% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 21.33% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $8,729 | $5,243+66.5% | $4,856+79.8% | $4,751+83.7% |
| Participant deferral / active EE | $19,509 | $8,100+140.8% | $7,758+151.5% | $6,710+190.7% |
| Admin fee / account holder | $58 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |