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 | $174,302 | $154,117+13.1% | $129,995+34.1% | $139,434+25.0% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 14.29% | 32.48%-18.2pp | -137.18%+151.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,538 | $5,289-52.0% | $4,320-41.2% | $4,751-46.6% |
| Participant deferral / active EE | $7,318 | $6,710+9.1% | $5,820+25.7% | $6,710+9.1% |
| Admin fee / account holder | $13 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |