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 9-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 | $107,073 | $157,256-31.9% | $141,162-24.1% | $152,861-30.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 24.29% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $6,539 | $5,261+24.3% | $4,735+38.1% | $4,762+37.3% |
| Participant deferral / active EE | $10,979 | $7,109+54.4% | $6,709+63.6% | $5,850+87.7% |
| Admin fee / account holder | $223 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |