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 | $81,576 | $157,256-48.1% | $141,162-42.2% | $152,861-46.6% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 21.94% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $8,693 | $5,261+65.2% | $4,735+83.6% | $4,762+82.5% |
| Participant deferral / active EE | $12,357 | $7,109+73.8% | $6,709+84.2% | $5,850+111.2% |
| Admin fee / account holder | $56 | $12,120-99.5% | $10,261-99.5% | $11,596-99.5% |