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 | $85,544 | $153,311-44.2% | $109,313-21.7% | $273,961-68.8% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 11.19% | 29.86%-18.7pp | 22.07%-10.9pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,416 | $5,619-74.8% | $3,892-63.6% | $4,869-70.9% |
| Participant deferral / active EE | $1,905 | $3,932-51.6% | $3,166-39.8% | $5,287-64.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |