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 | $141,509 | $197,591-28.4% | $177,821-20.4% | $158,922-11.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 29.01% | 58.76%-29.8pp | 48.32%-19.3pp | 302.83%-273.8pp |
| Employer contribution / active EE | $3,597 | $6,697-46.3% | $5,918-39.2% | $4,761-24.5% |
| Participant deferral / active EE | $8,055 | $8,405-4.2% | $7,714+4.4% | $5,982+34.7% |
| Admin fee / account holder | $10 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |