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 | $156,335 | $148,534+5.3% | $135,903+15.0% | $139,434+12.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 15.97% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,251 | $5,243-76.1% | $4,856-74.2% | $4,751-73.7% |
| Participant deferral / active EE | $2,936 | $8,100-63.8% | $7,758-62.2% | $6,710-56.2% |
| Admin fee / account holder | $66 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |