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 | $125,921 | $152,587-17.5% | $125,175+0.6% | $152,861-17.6% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 24.00% | 54.84%-30.8pp | 43.79%-19.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,237 | $4,946-54.8% | $3,865-42.1% | $4,762-53.0% |
| Participant deferral / active EE | $8,455 | $5,868+44.1% | $4,937+71.3% | $5,850+44.5% |
| Admin fee / account holder | $216 | $13,434-98.4% | $9,702-97.8% | $11,596-98.1% |