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 | $115,623 | $67,411+71.5% | $91,001+27.1% | $70,131+64.9% |
| Participation rate | 76.5% | 71.4%+5.1pp | 75.6%+0.9pp | 69.5%+6.9pp |
| Annual return | 15.40% | -40.16%+55.6pp | 4.60%+10.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,841 | $1,786+3.1% | $2,456-25.0% | $2,342-21.4% |
| Participant deferral / active EE | $6,534 | $2,823+131.5% | $3,547+84.2% | $3,332+96.1% |
| Admin fee / account holder | $224 | $4,236-94.7% | $5,417-95.9% | $4,645-95.2% |