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 | $133,435 | $144,119-7.4% | $117,854+13.2% | $147,584-9.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 21.50% | 531.15%-509.6pp | 335.08%-313.6pp | 578.55%-557.0pp |
| Employer contribution / active EE | $3,351 | $4,896-31.6% | $3,786-11.5% | $4,876-31.3% |
| Participant deferral / active EE | $3,351 | $5,316-37.0% | $4,482-25.2% | $5,439-38.4% |
| Admin fee / account holder | $28 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |