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 | $149,178 | $150,187-0.7% | $120,354+23.9% | $145,922+2.2% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 27.63% | 154.07%-126.4pp | 107.15%-79.5pp | 561.29%-533.7pp |
| Employer contribution / active EE | $2,239 | $4,348-48.5% | $3,463-35.3% | $4,660-52.0% |
| Participant deferral / active EE | $9,273 | $6,173+50.2% | $4,991+85.8% | $6,688+38.7% |
| Admin fee / account holder | $44 | $12,207-99.6% | $9,423-99.5% | $13,397-99.7% |