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 | $100,152 | $109,881-8.9% | $150,045-33.3% | $84,808+18.1% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 18.88% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,253 | $3,561-8.7% | $4,693-30.7% | $2,631+23.6% |
| Participant deferral / active EE | $5,824 | $6,636-12.2% | $7,997-27.2% | $4,212+38.3% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |