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 | $103,631 | $72,404+43.1% | $110,238-6.0% | $64,186+61.5% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | 8.95% | -6.29%+15.2pp | 314.74%-305.8pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,899 | $2,282-16.8% | $3,826-50.4% | $2,381-20.2% |
| Participant deferral / active EE | $2,174 | $3,469-37.3% | $4,672-53.5% | $3,470-37.3% |
| Admin fee / account holder | $1 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |