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 | $105,531 | $115,770-8.8% | $101,248+4.2% | $158,922-33.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 20.29% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,503 | $4,175-64.0% | $3,660-58.9% | $4,761-68.4% |
| Participant deferral / active EE | $1,835 | $4,957-63.0% | $4,370-58.0% | $5,982-69.3% |
| Admin fee / account holder | $14 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |