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 8-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 | $140,081 | $159,602-12.2% | $150,045-6.6% | $142,382-1.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.53% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $6,909 | $4,961+39.3% | $4,693+47.2% | $4,299+60.7% |
| Participant deferral / active EE | $8,582 | $8,310+3.3% | $7,997+7.3% | $6,507+31.9% |
| Admin fee / account holder | $11 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |