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 5-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 | $226,717 | $154,228+47.0% | $145,433+55.9% | $137,256+65.2% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 16.84% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,259 | $4,804-11.4% | $4,554-6.5% | $4,156+2.5% |
| Participant deferral / active EE | $10,388 | $8,216+26.4% | $7,897+31.5% | $6,407+62.1% |
| Admin fee / account holder | $7 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |