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 | $111,462 | $179,726-38.0% | $156,263-28.7% | $142,382-21.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 23.14% | 77.86%-54.7pp | 59.47%-36.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,124 | $5,069-38.4% | $4,333-27.9% | $4,299-27.3% |
| Participant deferral / active EE | $6,499 | $6,956-6.6% | $6,158+5.5% | $6,507-0.1% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |