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 | $193,916 | $159,602+21.5% | $150,045+29.2% | $142,382+36.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.69% | 70.24%-51.5pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,100 | $4,961+2.8% | $4,693+8.7% | $4,299+18.6% |
| Participant deferral / active EE | $4,936 | $8,310-40.6% | $7,997-38.3% | $6,507-24.1% |
| Admin fee / account holder | $7 | $14,846-100.0% | $13,435-100.0% | $12,624-99.9% |