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 | $91,797 | $138,347-33.6% | $184,203-50.2% | $80,856+13.5% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 16.36% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,612 | $4,850-4.9% | $6,427-28.2% | $2,755+67.4% |
| Participant deferral / active EE | $11,196 | $7,071+58.3% | $9,131+22.6% | $4,296+160.6% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |