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 | $80,354 | $96,956-17.1% | $70,014+14.8% | $273,961-70.7% |
| Participation rate | 91.7% | 77.1%+14.6pp | 71.8%+19.9pp | 83.0%+8.7pp |
| Annual return | 5.88% | 12.93%-7.1pp | 12.99%-7.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $12,588 | $3,316+279.6% | $2,338+438.3% | $4,869+158.5% |
| Participant deferral / active EE | $9,670 | $3,744+158.3% | $2,931+230.0% | $5,287+82.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |