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 | $96,832 | $159,602-39.3% | $150,045-35.5% | $142,382-32.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 18.75% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $12,119 | $4,961+144.3% | $4,693+158.2% | $4,299+181.9% |
| Participant deferral / active EE | $6,716 | $8,310-19.2% | $7,997-16.0% | $6,507+3.2% |
| Admin fee / account holder | $3 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |