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 | $174,887 | $183,519-4.7% | $155,509+12.5% | $145,922+19.8% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 19.86% | 61.17%-41.3pp | 64.67%-44.8pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,729 | $5,313-67.5% | $4,672-63.0% | $4,660-62.9% |
| Participant deferral / active EE | $2,773 | $6,462-57.1% | $5,626-50.7% | $6,688-58.5% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |