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 | $123,784 | $152,587-18.9% | $125,175-1.1% | $152,861-19.0% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 26.06% | 54.84%-28.8pp | 43.79%-17.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $6,931 | $4,946+40.1% | $3,865+79.3% | $4,762+45.5% |
| Participant deferral / active EE | $8,364 | $5,868+42.5% | $4,937+69.4% | $5,850+43.0% |
| Admin fee / account holder | $16 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |