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 | $87,835 | $153,772-42.9% | $133,980-34.4% | $273,961-67.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 21.11% | 36.51%-15.4pp | 29.30%-8.2pp | 41.45%-20.3pp |
| Employer contribution / active EE | $5,000 | $6,029-17.1% | $5,211-4.1% | $4,869+2.7% |
| Participant deferral / active EE | $3,837 | $6,958-44.9% | $6,282-38.9% | $5,287-27.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |