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 | $86,586 | $109,359-20.8% | $162,163-46.6% | $72,985+18.6% |
| Participation rate | 97.3% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.8pp |
| Annual return | 25.48% | 25.46%0pp | 115.59%-90.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,399 | $3,907-38.6% | $5,614-57.3% | $2,440-1.7% |
| Participant deferral / active EE | $4,832 | $5,481-11.8% | $7,298-33.8% | $3,607+34.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |