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 | $146,889 | $226,064-35.0% | $182,532-19.5% | $152,861-3.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 32.02% | 192.51%-160.5pp | 148.54%-116.5pp | 345.32%-313.3pp |
| Employer contribution / active EE | $1,763 | $4,978-64.6% | $4,076-56.7% | $4,762-63.0% |
| Participant deferral / active EE | $5,878 | $6,368-7.7% | $5,524+6.4% | $5,850+0.5% |
| Admin fee / account holder | $61 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |