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 | $118,536 | $105,859+12.0% | $90,160+31.5% | $147,584-19.7% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 16.12% | 37.63%-21.5pp | 34.88%-18.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $630 | $4,126-84.7% | $3,318-81.0% | $4,876-87.1% |
| Participant deferral / active EE | $6,563 | $5,733+14.5% | $5,288+24.1% | $5,439+20.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |