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 | $114,159 | $105,126+8.6% | $94,646+20.6% | $139,434-18.1% |
| Participation rate | 77.3% | 82.4%-5.1pp | 80.8%-3.6pp | 80.3%-3.0pp |
| Annual return | 14.17% | 38.03%-23.9pp | 156.71%-142.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,803 | $4,106-31.7% | $3,672-23.7% | $4,751-41.0% |
| Participant deferral / active EE | $5,358 | $7,599-29.5% | $7,418-27.8% | $6,710-20.2% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |