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 | $146,707 | $117,841+24.5% | $102,423+43.2% | $145,922+0.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 12.36% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $10,597 | $3,615+193.2% | $3,023+250.5% | $4,660+127.4% |
| Participant deferral / active EE | $10,533 | $5,731+83.8% | $5,053+108.5% | $6,688+57.5% |
| Admin fee / account holder | $243 | $13,326-98.2% | $9,451-97.4% | $13,397-98.2% |