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 | $178,174-1.0% | $156,181+12.9% | $137,256+28.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 10.74% | 84.19%-73.5pp | 64.87%-54.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,959 | $4,972-40.5% | $4,294-31.1% | $4,156-28.8% |
| Participant deferral / active EE | $14,542 | $6,888+111.1% | $6,132+137.1% | $6,407+127.0% |
| Admin fee / account holder | $4 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |