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 9-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 | $85,903 | $97,044-11.5% | $83,333+3.1% | $135,375-36.5% |
| Participation rate | 88.2% | 80.4%+7.8pp | 77.8%+10.5pp | 82.6%+5.6pp |
| Annual return | 0.63% | 12.31%-11.7pp | 10.63%-10.0pp | 519.73%-519.1pp |
| Employer contribution / active EE | $1,770 | $4,143-57.3% | $3,379-47.6% | $4,779-63.0% |
| Participant deferral / active EE | $2,380 | $5,964-60.1% | $5,565-57.2% | $5,609-57.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |