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 9-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 | $150,566 | $159,602-5.7% | $150,045+0.3% | $142,382+5.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.47% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,093 | $4,961+22.8% | $4,693+29.8% | $4,299+41.7% |
| Participant deferral / active EE | $17,181 | $8,310+106.8% | $7,997+114.8% | $6,507+164.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |