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 | $174,187 | $185,822-6.3% | $169,993+2.5% | $139,434+24.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 22.31% | 60.50%-38.2pp | 53.37%-31.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,642 | $7,590-65.2% | $6,785-61.1% | $4,751-44.4% |
| Participant deferral / active EE | $10,200 | $11,622-12.2% | $10,408-2.0% | $6,710+52.0% |
| Admin fee / account holder | $24 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |