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 | $144,699 | $165,912-12.8% | $122,332+18.3% | $147,584-2.0% |
| Participation rate | 88.9% | 79.6%+9.3pp | 71.6%+17.3pp | 82.8%+6.1pp |
| Annual return | 28.90% | 34.55%-5.7pp | 30.27%-1.4pp | 578.55%-549.7pp |
| Employer contribution / active EE | $2,868 | $5,754-50.2% | $4,050-29.2% | $4,876-41.2% |
| Participant deferral / active EE | $2,868 | $4,005-28.4% | $3,287-12.7% | $5,439-47.3% |
| Admin fee / account holder | $1 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |