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 | $81,587 | $103,376-21.1% | $87,100-6.3% | $152,861-46.6% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 26.57% | 28.10%-1.5pp | 28.19%-1.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,323 | $4,778+116.1% | $4,049+155.0% | $5,850+76.5% |
| Admin fee / account holder | $144 | $12,205-98.8% | $7,497-98.1% | $11,596-98.8% |