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 | $133,703 | $214,378-37.6% | $200,582-33.3% | $142,382-6.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 17.52% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,432 | $6,841-35.2% | $6,419-31.0% | $4,299+3.1% |
| Participant deferral / active EE | $8,864 | $9,865-10.1% | $9,331-5.0% | $6,507+36.2% |
| Admin fee / account holder | $3 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |