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 | $105,507 | $135,952-22.4% | $123,892-14.8% | $273,961-61.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.17% | 56.63%-50.5pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,145 | $5,170-58.5% | $4,617-53.5% | $4,869-55.9% |
| Participant deferral / active EE | $5,287 | $6,343-16.7% | $5,984-11.7% | $5,2870% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |