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 4-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 | $154,333 | $175,202-11.9% | $149,673+3.1% | $139,434+10.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 25.48% | 166.71%-141.2pp | 134.42%-108.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,817 | $5,474-66.8% | $4,818-62.3% | $4,751-61.8% |
| Participant deferral / active EE | $7,106 | $6,519+9.0% | $5,680+25.1% | $6,710+5.9% |
| Admin fee / account holder | $285 | $16,150-98.2% | $13,210-97.8% | $11,403-97.5% |