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 | $51,730 | $157,256-67.1% | $141,162-63.4% | $152,861-66.2% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 31.99% | 64.32%-32.3pp | 71.39%-39.4pp | 345.32%-313.3pp |
| Employer contribution / active EE | $4,871 | $5,261-7.4% | $4,735+2.9% | $4,762+2.3% |
| Participant deferral / active EE | $7,568 | $7,109+6.5% | $6,709+12.8% | $5,850+29.4% |
| Admin fee / account holder | $84 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |