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 | $129,893 | $209,336-38.0% | $197,124-34.1% | $137,256-5.4% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 16.15% | 48.09%-31.9pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $9,145 | $6,591+38.8% | $6,227+46.8% | $4,156+120.0% |
| Participant deferral / active EE | $7,485 | $9,614-22.1% | $9,135-18.1% | $6,407+16.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |