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 | $124,913 | $99,341+25.7% | $84,750+47.4% | $273,961-54.4% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.56% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,544 | $4,214-63.4% | $3,574-56.8% | $4,869-68.3% |
| Participant deferral / active EE | $2,155 | $4,269-49.5% | $3,712-41.9% | $5,287-59.2% |
| Admin fee / account holder | $5 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |