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 | $200,491 | $167,484+19.7% | $151,611+32.2% | $134,475+49.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.97% | 7.80%-21.8pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,483 | $6,829-63.6% | $6,166-59.7% | $4,740-47.6% |
| Participant deferral / active EE | $8,925 | $8,986-0.7% | $8,363+6.7% | $6,400+39.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |