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 | $95,266+50.1% | $82,389+73.5% | $142,382+0.4% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 13.41% | 25.74%-12.3pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,527 | $2,991+17.9% | $2,517+40.1% | $4,299-18.0% |
| Participant deferral / active EE | $10,330 | $4,809+114.8% | $4,155+148.6% | $6,507+58.7% |
| Admin fee / account holder | $8 | $8,563-99.9% | $7,231-99.9% | $12,624-99.9% |