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 | $132,678 | $157,256-15.6% | $141,162-6.0% | $152,861-13.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 22.55% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $5,621 | $5,261+6.8% | $4,735+18.7% | $4,762+18.0% |
| Participant deferral / active EE | $13,474 | $7,109+89.5% | $6,709+100.8% | $5,850+130.3% |
| Admin fee / account holder | $4 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |