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 | $145,024 | $116,175+24.8% | $93,606+54.9% | $152,861-5.1% |
| Participation rate | 86.7% | 78.0%+8.6pp | 75.8%+10.8pp | 82.4%+4.2pp |
| Annual return | 12.79% | 35.96%-23.2pp | 32.76%-20.0pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,998 | $3,218-37.9% | $2,718-26.5% | $4,762-58.0% |
| Participant deferral / active EE | $4,742 | $4,603+3.0% | $4,069+16.5% | $5,850-18.9% |
| Admin fee / account holder | $39 | $10,748-99.6% | $7,888-99.5% | $11,596-99.7% |