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 | $133,624 | $177,572-24.7% | $154,803-13.7% | $142,382-6.2% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 20.73% | 65.07%-44.3pp | 58.88%-38.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,975 | $4,810-17.4% | $4,305-7.7% | $4,299-7.5% |
| Participant deferral / active EE | $3,631 | $6,272-42.1% | $5,540-34.5% | $6,507-44.2% |
| Admin fee / account holder | $9 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |