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 | $116,177 | $157,256-26.1% | $141,162-17.7% | $152,861-24.0% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 20.40% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,607 | $5,261-50.5% | $4,735-44.9% | $4,762-45.3% |
| Participant deferral / active EE | $8,138 | $7,109+14.5% | $6,709+21.3% | $5,850+39.1% |
| Admin fee / account holder | $165 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |