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 | $124,686 | $124,319+0.3% | $111,297+12.0% | $167,490-25.6% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 14.31% | 37.44%-23.1pp | 54.65%-40.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,538 | $3,435-55.2% | $2,731-43.7% | $4,837-68.2% |
| Participant deferral / active EE | $3,231 | $5,180-37.6% | $4,487-28.0% | $6,341-49.1% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |