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 | $145,292 | $159,602-9.0% | $150,045-3.2% | $142,382+2.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 16.49% | 70.24%-53.7pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,512 | $4,961-49.4% | $4,693-46.5% | $4,299-41.6% |
| Participant deferral / active EE | $12,160 | $8,310+46.3% | $7,997+52.1% | $6,507+86.9% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |