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 | $119,299 | $178,174-33.0% | $156,181-23.6% | $137,256-13.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 11.95% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,276 | $4,972-34.1% | $4,294-23.7% | $4,156-21.2% |
| Participant deferral / active EE | $8,293 | $6,888+20.4% | $6,132+35.2% | $6,407+29.4% |
| Admin fee / account holder | $27 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |