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 | $132,785 | $209,411-36.6% | $178,490-25.6% | $158,922-16.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 11.89% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,300 | $5,706-77.2% | $5,011-74.1% | $4,761-72.7% |
| Participant deferral / active EE | $2,061 | $5,954-65.4% | $5,202-60.4% | $5,982-65.6% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |