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 | $151,049 | $159,602-5.4% | $150,045+0.7% | $142,382+6.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 19.51% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,415 | $4,961-31.2% | $4,693-27.2% | $4,299-20.6% |
| Participant deferral / active EE | $6,680 | $8,310-19.6% | $7,997-16.5% | $6,507+2.7% |
| Admin fee / account holder | $7 | $14,846-100.0% | $13,435-100.0% | $12,624-99.9% |