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 | $131,702 | $127,777+3.1% | $106,548+23.6% | $167,490-21.4% |
| Participation rate | 88.9% | 78.3%+10.6pp | 76.1%+12.8pp | 82.1%+6.8pp |
| Annual return | 11.51% | 33.87%-22.4pp | 26.80%-15.3pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,282 | $3,427-33.4% | $2,819-19.1% | $4,837-52.8% |
| Participant deferral / active EE | $8,077 | $5,087+58.8% | $4,398+83.7% | $6,341+27.4% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |