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 | $89,799 | $87,013+3.2% | $106,213-15.5% | $80,856+11.1% |
| Participation rate | 77.8% | 70.4%+7.3pp | 75.3%+2.5pp | 67.6%+10.1pp |
| Annual return | 15.35% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,958 | $2,395-18.3% | $3,171-38.3% | $2,755-28.9% |
| Participant deferral / active EE | $5,431 | $3,986+36.2% | $5,016+8.3% | $4,296+26.4% |
| Admin fee / account holder | $0 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |