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 | $163,909 | $227,553-28.0% | $189,557-13.5% | $167,490-2.1% |
| Participation rate | 93.3% | 82.5%+10.8pp | 78.4%+14.9pp | 82.1%+11.2pp |
| Annual return | 16.62% | 78.40%-61.8pp | 64.17%-47.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $4,029 | $5,316-24.2% | $4,412-8.7% | $4,837-16.7% |
| Participant deferral / active EE | $13,405 | $7,002+91.4% | $6,174+117.1% | $6,341+111.4% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |