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 | $103,088 | $131,829-21.8% | $108,579-5.1% | $273,961-62.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 11.59% | -91.57%+103.2pp | -51.70%+63.3pp | 41.45%-29.9pp |
| Employer contribution / active EE | $4,868 | $4,912-0.9% | $3,758+29.5% | $4,8690% |
| Participant deferral / active EE | $9,328 | $5,127+81.9% | $4,311+116.4% | $5,287+76.4% |
| Admin fee / account holder | $61 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |