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 | $114,723 | $106,749+7.5% | $145,433-21.1% | $82,448+39.1% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 16.58% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,361 | $3,444-31.5% | $4,554-48.2% | $2,551-7.4% |
| Participant deferral / active EE | $7,262 | $6,519+11.4% | $7,897-8.0% | $4,139+75.4% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |