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 | $96,314 | $94,625+1.8% | $116,228-17.1% | $84,808+13.6% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.6%+8.8pp | 68.3%+15.0pp |
| Annual return | 16.55% | 20.40%-3.9pp | 90.06%-73.5pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,695 | $2,347-27.8% | $2,994-43.4% | $2,631-35.6% |
| Participant deferral / active EE | $4,201 | $3,972+5.8% | $4,953-15.2% | $4,212-0.3% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |