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 | $157,319 | $157,2560% | $141,162+11.4% | $152,861+2.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 18.55% | 64.32%-45.8pp | 71.39%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $7,928 | $5,261+50.7% | $4,735+67.4% | $4,762+66.5% |
| Participant deferral / active EE | $4,911 | $7,109-30.9% | $6,709-26.8% | $5,850-16.1% |
| Admin fee / account holder | $129 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |