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 | $128,495 | $131,829-2.5% | $108,579+18.3% | $273,961-53.1% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 13.29% | -91.57%+104.9pp | -51.70%+65.0pp | 41.45%-28.2pp |
| Employer contribution / active EE | $1,547 | $4,912-68.5% | $3,758-58.8% | $4,869-68.2% |
| Participant deferral / active EE | $11,584 | $5,127+125.9% | $4,311+168.7% | $5,287+119.1% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |