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 | $152,325 | $165,984-8.2% | $164,813-7.6% | $145,922+4.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 9.95% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,554 | $5,273-70.5% | $4,341-64.2% | $4,660-66.7% |
| Participant deferral / active EE | $4,923 | $6,959-29.3% | $6,031-18.4% | $6,688-26.4% |
| Admin fee / account holder | $33 | $16,648-99.8% | $12,690-99.7% | $13,397-99.8% |