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 | $139,625 | $209,336-33.3% | $197,124-29.2% | $137,256+1.7% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 17.75% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $5,828 | $6,591-11.6% | $6,227-6.4% | $4,156+40.2% |
| Participant deferral / active EE | $13,436 | $9,614+39.7% | $9,135+47.1% | $6,407+109.7% |
| Admin fee / account holder | $8 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |