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 | $131,553 | $124,281+5.9% | $109,143+20.5% | $167,490-21.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.72% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,271 | $4,207-22.2% | $3,722-12.1% | $4,837-32.4% |
| Participant deferral / active EE | $5,326 | $5,255+1.3% | $4,653+14.5% | $6,341-16.0% |
| Admin fee / account holder | $2 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |