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 | $95,901 | $99,652-3.8% | $78,778+21.7% | $147,584-35.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 20.22% | 47.28%-27.1pp | 35.62%-15.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,933 | $2,796-30.9% | $1,986-2.7% | $4,876-60.4% |
| Participant deferral / active EE | $4,040 | $3,664+10.3% | $2,958+36.6% | $5,439-25.7% |
| Admin fee / account holder | $281 | $7,155-96.1% | $5,134-94.5% | $10,885-97.4% |