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 4-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 | $87,035 | $100,970-13.8% | $96,576-9.9% | $137,256-36.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 19.39% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,532 | $3,809-7.3% | $3,553-0.6% | $4,156-15.0% |
| Participant deferral / active EE | $9,424 | $8,286+13.7% | $7,956+18.4% | $6,407+47.1% |
| Admin fee / account holder | $80 | $11,312-99.3% | $11,381-99.3% | $12,270-99.3% |