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 | $121,551 | $209,336-41.9% | $197,124-38.3% | $137,256-11.4% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 20.61% | 48.09%-27.5pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $11,501 | $6,591+74.5% | $6,227+84.7% | $4,156+176.7% |
| Participant deferral / active EE | $16,187 | $9,614+68.4% | $9,135+77.2% | $6,407+152.7% |
| Admin fee / account holder | $13 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |