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 | $144,461 | $217,402-33.6% | $185,823-22.3% | $167,490-13.7% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 17.66% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,327 | $5,873-77.4% | $5,167-74.3% | $4,837-72.6% |
| Participant deferral / active EE | $5,503 | $6,356-13.4% | $5,568-1.2% | $6,341-13.2% |
| Admin fee / account holder | $8 | $19,811-100.0% | $16,237-100.0% | $12,309-99.9% |