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 | $94,173 | $179,726-47.6% | $156,263-39.7% | $142,382-33.9% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 17.03% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,594 | $5,069-48.8% | $4,333-40.1% | $4,299-39.7% |
| Participant deferral / active EE | $5,435 | $6,956-21.9% | $6,158-11.7% | $6,507-16.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |