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 | $116,401 | $159,602-27.1% | $150,045-22.4% | $142,382-18.2% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 19.03% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,497 | $4,961+10.8% | $4,693+17.1% | $4,299+27.9% |
| Participant deferral / active EE | $10,567 | $8,310+27.2% | $7,997+32.1% | $6,507+62.4% |
| Admin fee / account holder | $7 | $14,846-100.0% | $13,435-100.0% | $12,624-99.9% |