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 | $111,541 | $110,257+1.2% | $96,544+15.5% | $139,434-20.0% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 19.33% | 26.32%-7.0pp | 25.84%-6.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,876 | $3,620-48.2% | $2,965-36.7% | $4,751-60.5% |
| Participant deferral / active EE | $5,355 | $5,548-3.5% | $4,851+10.4% | $6,710-20.2% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |