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 | $117,893 | $177,572-33.6% | $154,803-23.8% | $142,382-17.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 16.60% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,045 | $4,810-57.5% | $4,305-52.5% | $4,299-52.4% |
| Participant deferral / active EE | $6,619 | $6,272+5.5% | $5,540+19.5% | $6,507+1.7% |
| Admin fee / account holder | $5 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |