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 | $171,927 | $159,602+7.7% | $150,045+14.6% | $142,382+20.8% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 15.51% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,038 | $4,961-79.1% | $4,693-77.9% | $4,299-75.9% |
| Participant deferral / active EE | $6,653 | $8,310-19.9% | $7,997-16.8% | $6,507+2.2% |
| Admin fee / account holder | $3 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |