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 | $165,580 | $148,534+11.5% | $135,903+21.8% | $139,434+18.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.04% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,550 | $5,243-32.3% | $4,856-26.9% | $4,751-25.3% |
| Participant deferral / active EE | $4,018 | $8,100-50.4% | $7,758-48.2% | $6,710-40.1% |
| Admin fee / account holder | $2 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |