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 | $89,037 | $91,037-2.2% | $71,671+24.2% | $147,584-39.7% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 11.38% | 20.48%-9.1pp | 20.65%-9.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,742 | $3,327-47.7% | $2,460-29.2% | $4,876-64.3% |
| Participant deferral / active EE | $4,933 | $4,498+9.7% | $3,438+43.5% | $5,439-9.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |