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 | $56,713 | $175,202-67.6% | $149,673-62.1% | $139,434-59.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.17% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,452 | $5,474-73.5% | $4,818-69.9% | $4,751-69.4% |
| Participant deferral / active EE | $7,041 | $6,519+8.0% | $5,680+24.0% | $6,710+4.9% |
| Admin fee / account holder | $95 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |