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 | $89,740 | $86,286+4.0% | $111,297-19.4% | $85,850+4.5% |
| Participation rate | 84.2% | 73.3%+10.9pp | 77.3%+6.9pp | 69.3%+14.9pp |
| Annual return | 13.17% | 19.99%-6.8pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,011 | $2,043-50.5% | $2,731-63.0% | $2,565-60.6% |
| Participant deferral / active EE | $3,810 | $3,641+4.7% | $4,487-15.1% | $3,952-3.6% |
| Admin fee / account holder | $83 | $8,188-99.0% | $7,964-99.0% | $6,260-98.7% |