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 | $113,020 | $116,175-2.7% | $93,606+20.7% | $152,861-26.1% |
| Participation rate | 76.9% | 78.0%-1.1pp | 75.8%+1.1pp | 82.4%-5.5pp |
| Annual return | 23.15% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,719 | $3,218-46.6% | $2,718-36.8% | $4,762-63.9% |
| Participant deferral / active EE | $5,165 | $4,603+12.2% | $4,069+27.0% | $5,850-11.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |