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 9-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 | $101,592 | $100,970+0.6% | $96,576+5.2% | $137,256-26.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 13.20% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $835 | $3,809-78.1% | $3,553-76.5% | $4,156-79.9% |
| Participant deferral / active EE | $8,155 | $8,286-1.6% | $7,956+2.5% | $6,407+27.3% |
| Admin fee / account holder | $91 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |