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 8-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 | $146,660 | $183,592-20.1% | $155,567-5.7% | $145,959+0.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.08% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $10,267 | $5,315+93.2% | $4,674+119.7% | $4,661+120.3% |
| Participant deferral / active EE | $7,847 | $6,464+21.4% | $5,628+39.4% | $6,689+17.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |