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 5-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 | $132,350 | $154,117-14.1% | $129,995+1.8% | $139,434-5.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 13.84% | 32.48%-18.6pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,262 | $5,289-57.2% | $4,320-47.6% | $4,751-52.4% |
| Participant deferral / active EE | $5,231 | $6,710-22.0% | $5,820-10.1% | $6,710-22.0% |
| Admin fee / account holder | $120 | $14,007-99.1% | $10,614-98.9% | $11,403-98.9% |