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 | $158,875 | $159,901-0.6% | $146,958+8.1% | $145,922+8.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 19.50% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,733 | $5,286-48.3% | $4,933-44.6% | $4,660-41.4% |
| Participant deferral / active EE | $10,686 | $8,428+26.8% | $8,070+32.4% | $6,688+59.8% |
| Admin fee / account holder | $98 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |