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 | $94,387 | $106,515-11.4% | $96,683-2.4% | $139,434-32.3% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 24.90% | 38.43%-13.5pp | 35.69%-10.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $3,307 | $4,103-19.4% | $3,737-11.5% | $4,751-30.4% |
| Participant deferral / active EE | $5,316 | $5,454-2.5% | $4,878+9.0% | $6,710-20.8% |
| Admin fee / account holder | $30 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |