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 | $115,807 | $217,402-46.7% | $185,823-37.7% | $167,490-30.9% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 39.72% | 148.36%-108.6pp | 122.05%-82.3pp | 478.56%-438.8pp |
| Employer contribution / active EE | $1,663 | $5,873-71.7% | $5,167-67.8% | $4,837-65.6% |
| Participant deferral / active EE | $4,379 | $6,356-31.1% | $5,568-21.4% | $6,341-30.9% |
| Admin fee / account holder | $14 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |