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 | $164,039 | $176,377-7.0% | $134,143+22.3% | $158,922+3.2% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 12.62% | 63.63%-51.0pp | 36.33%-23.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,884 | $5,040-42.8% | $3,704-22.1% | $4,761-39.4% |
| Participant deferral / active EE | $6,763 | $4,091+65.3% | $3,499+93.3% | $5,982+13.1% |
| Admin fee / account holder | $9 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |