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 | $158,437 | $159,901-0.9% | $146,958+7.8% | $145,922+8.6% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 16.85% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,356 | $5,286-55.4% | $4,933-52.2% | $4,660-49.4% |
| Participant deferral / active EE | $5,392 | $8,428-36.0% | $8,070-33.2% | $6,688-19.4% |
| Admin fee / account holder | $159 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |