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 | $181,162 | $148,534+22.0% | $135,903+33.3% | $139,434+29.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.17% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,888 | $5,243-64.0% | $4,856-61.1% | $4,751-60.3% |
| Participant deferral / active EE | $7,428 | $8,100-8.3% | $7,758-4.3% | $6,710+10.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |