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 8-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 | $176,394 | $179,726-1.9% | $156,263+12.9% | $142,382+23.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 10.74% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,959 | $5,069-41.6% | $4,333-31.7% | $4,299-31.2% |
| Participant deferral / active EE | $14,542 | $6,956+109.1% | $6,158+136.1% | $6,507+123.5% |
| Admin fee / account holder | $4 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |