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 8-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 | $151,502 | $159,901-5.3% | $146,958+3.1% | $145,922+3.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 11.38% | 98.13%-86.7pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,357 | $5,286-55.4% | $4,933-52.2% | $4,660-49.4% |
| Participant deferral / active EE | $5,637 | $8,428-33.1% | $8,070-30.1% | $6,688-15.7% |
| Admin fee / account holder | $27 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |