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 | $105,352 | $114,381-7.9% | $107,525-2.0% | $142,382-26.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.48% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,189 | $4,015-45.5% | $3,754-41.7% | $4,299-49.1% |
| Participant deferral / active EE | $4,197 | $5,564-24.6% | $5,116-18.0% | $6,507-35.5% |
| Admin fee / account holder | $8 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |