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 | $171,216 | $209,411-18.2% | $178,490-4.1% | $158,922+7.7% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 17.59% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $8,430 | $5,706+47.7% | $5,011+68.2% | $4,761+77.1% |
| Participant deferral / active EE | $10,250 | $5,954+72.1% | $5,202+97.1% | $5,982+71.3% |
| Admin fee / account holder | $37 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |