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 | $84,924 | $73,933+14.9% | $96,683-12.2% | $75,163+13.0% |
| Participation rate | 84.4% | 66.4%+18.0pp | 74.3%+10.0pp | 67.2%+17.2pp |
| Annual return | 13.41% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,766 | $3,659+166.9% | $4,878+100.2% | $4,125+136.7% |
| Admin fee / account holder | $299 | $5,216-94.3% | $6,730-95.6% | $5,651-94.7% |