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 | $122,318 | $106,584+14.8% | $101,326+20.7% | $142,382-14.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 16.00% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,678 | $3,956-57.6% | $3,665-54.2% | $4,299-61.0% |
| Participant deferral / active EE | $4,738 | $8,297-42.9% | $7,994-40.7% | $6,507-27.2% |
| Admin fee / account holder | $5 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |