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 | $138,298 | $183,519-24.6% | $155,509-11.1% | $145,922-5.2% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 17.82% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.5pp |
| Employer contribution / active EE | $6,454 | $5,313+21.5% | $4,672+38.1% | $4,660+38.5% |
| Participant deferral / active EE | $9,075 | $6,462+40.4% | $5,626+61.3% | $6,688+35.7% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |