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 | $118,807 | $177,572-33.1% | $154,803-23.3% | $142,382-16.6% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 15.36% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,385 | $4,810-8.9% | $4,305+1.8% | $4,299+2.0% |
| Participant deferral / active EE | $1,941 | $6,272-69.0% | $5,540-65.0% | $6,507-70.2% |
| Admin fee / account holder | $6 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |