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 | $101,858 | $111,754-8.9% | $103,333-1.4% | $145,922-30.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 12.72% | 24.77%-12.0pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,595 | $4,212-38.4% | $3,868-32.9% | $4,660-44.3% |
| Participant deferral / active EE | $6,160 | $5,619+9.6% | $5,057+21.8% | $6,688-7.9% |
| Admin fee / account holder | $4 | $9,750-100.0% | $8,355-99.9% | $13,397-100.0% |