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 | $130,467 | $116,175+12.3% | $93,606+39.4% | $152,861-14.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.76% | 35.96%-13.2pp | 32.76%-10.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,071 | $3,218-35.7% | $2,718-23.8% | $4,762-56.5% |
| Participant deferral / active EE | $7,357 | $4,603+59.8% | $4,069+80.8% | $5,850+25.8% |
| Admin fee / account holder | $5 | $10,748-100.0% | $7,888-99.9% | $11,596-100.0% |