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 6-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 | $80,942 | $74,927+8.0% | $101,794-20.5% | $84,808-4.6% |
| Participation rate | 80.8% | 61.4%+19.4pp | 69.2%+11.6pp | 68.3%+12.5pp |
| Annual return | 18.73% | 18.70%0pp | 30.53%-11.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,023 | $1,522+32.9% | $2,289-11.6% | $2,631-23.1% |
| Participant deferral / active EE | $6,351 | $3,099+104.9% | $4,084+55.5% | $4,212+50.8% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |