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 | $130,711 | $185,822-29.7% | $169,993-23.1% | $139,434-6.3% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 26.36% | 60.50%-34.1pp | 53.37%-27.0pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,984 | $7,590-73.9% | $6,785-70.8% | $4,751-58.2% |
| Participant deferral / active EE | $5,952 | $11,622-48.8% | $10,408-42.8% | $6,710-11.3% |
| Admin fee / account holder | $17 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |