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 | $110,014 | $106,515+3.3% | $96,683+13.8% | $139,434-21.1% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 12.67% | 38.43%-25.8pp | 35.69%-23.0pp | 372.94%-360.3pp |
| Employer contribution / active EE | $7,756 | $4,103+89.0% | $3,737+107.6% | $4,751+63.3% |
| Participant deferral / active EE | $5,138 | $5,454-5.8% | $4,878+5.3% | $6,710-23.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |