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 | $173,195 | $159,901+8.3% | $146,958+17.9% | $145,922+18.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 26.12% | 98.13%-72.0pp | 418.34%-392.2pp | 561.29%-535.2pp |
| Employer contribution / active EE | $3,128 | $5,286-40.8% | $4,933-36.6% | $4,660-32.9% |
| Participant deferral / active EE | $7,084 | $8,428-16.0% | $8,070-12.2% | $6,688+5.9% |
| Admin fee / account holder | $108 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |