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 | $136,701 | $131,829+3.7% | $108,579+25.9% | $273,961-50.1% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 9.96% | -91.57%+101.5pp | -51.70%+61.7pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,500 | $4,912-69.5% | $3,758-60.1% | $4,869-69.2% |
| Participant deferral / active EE | $6,461 | $5,127+26.0% | $4,311+49.9% | $5,287+22.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |