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 | $135,876 | $185,822-26.9% | $169,993-20.1% | $139,434-2.6% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 14.47% | 60.50%-46.0pp | 53.37%-38.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,856 | $7,590-62.4% | $6,785-57.9% | $4,751-39.9% |
| Participant deferral / active EE | $9,507 | $11,622-18.2% | $10,408-8.7% | $6,710+41.7% |
| Admin fee / account holder | $164 | $15,381-98.9% | $12,815-98.7% | $11,403-98.6% |