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 | $136,378 | $159,602-14.6% | $150,045-9.1% | $142,382-4.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.87% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,095 | $4,961-77.9% | $4,693-76.7% | $4,299-74.5% |
| Participant deferral / active EE | $8,061 | $8,310-3.0% | $7,997+0.8% | $6,507+23.9% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |