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 | $142,974 | $87,166+64.0% | $76,735+86.3% | $137,256+4.2% |
| Participation rate | 92.3% | 74.4%+18.0pp | 69.5%+22.8pp | 80.0%+12.3pp |
| Annual return | 13.41% | 26.50%-13.1pp | 29.77%-16.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,527 | $2,904+21.4% | $2,454+43.7% | $4,156-15.1% |
| Participant deferral / active EE | $10,330 | $4,726+118.6% | $4,088+152.7% | $6,407+61.2% |
| Admin fee / account holder | $8 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |