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 | $79,562 | $154,228-48.4% | $145,433-45.3% | $137,256-42.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.00% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,511 | $4,804-26.9% | $4,554-22.9% | $4,156-15.5% |
| Participant deferral / active EE | $7,353 | $8,216-10.5% | $7,897-6.9% | $6,407+14.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |