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 | $78,448 | $78,672-0.3% | $109,143-28.1% | $85,850-8.6% |
| Participation rate | 98.7% | 68.3%+30.4pp | 75.9%+22.8pp | 69.3%+29.4pp |
| Annual return | 23.15% | 25.09%-1.9pp | 25.75%-2.6pp | 318.53%-295.4pp |
| Employer contribution / active EE | $963 | $2,735-64.8% | $3,722-74.1% | $2,565-62.5% |
| Participant deferral / active EE | $2,026 | $3,467-41.6% | $4,653-56.5% | $3,952-48.7% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |