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 9-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 | $108,685 | $124,425-12.6% | $112,040-3.0% | $137,256-20.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 16.33% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,989 | $3,411-12.4% | $2,954+1.2% | $4,156-28.1% |
| Participant deferral / active EE | $9,429 | $5,718+64.9% | $5,098+85.0% | $6,407+47.2% |
| Admin fee / account holder | $68 | $15,207-99.6% | $12,098-99.4% | $12,270-99.4% |