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 6-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 | $70,738 | $157,256-55.0% | $141,162-49.9% | $152,861-53.7% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 24.62% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $5,280 | $5,261+0.4% | $4,735+11.5% | $4,762+10.9% |
| Participant deferral / active EE | $10,837 | $7,109+52.4% | $6,709+61.5% | $5,850+85.2% |
| Admin fee / account holder | $112 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |