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 | $170,786 | $106,584+60.2% | $101,326+68.6% | $142,382+19.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 18.93% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,601 | $3,956+16.3% | $3,665+25.5% | $4,299+7.0% |
| Participant deferral / active EE | $7,238 | $8,297-12.8% | $7,994-9.5% | $6,507+11.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |