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 | $115,343 | $94,752+21.7% | $112,887+2.2% | $139,434-17.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.22% | 40.88%-23.7pp | 34.10%-16.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,403 | $4,625-69.7% | $4,563-69.3% | $4,751-70.5% |
| Participant deferral / active EE | $2,931 | $6,512-55.0% | $6,513-55.0% | $6,710-56.3% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |