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 | $152,221 | $157,256-3.2% | $141,162+7.8% | $152,861-0.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 30.79% | 64.32%-33.5pp | 71.39%-40.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $4,614 | $5,261-12.3% | $4,735-2.6% | $4,762-3.1% |
| Participant deferral / active EE | $12,233 | $7,109+72.1% | $6,709+82.3% | $5,850+109.1% |
| Admin fee / account holder | $87 | $12,120-99.3% | $10,261-99.2% | $11,596-99.2% |