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 | $194,896 | $228,332-14.6% | $185,823+4.9% | $158,922+22.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.41% | 40.80%-30.4pp | 35.95%-25.5pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,613 | $4,967-67.5% | $4,087-60.5% | $4,761-66.1% |
| Participant deferral / active EE | $6,838 | $6,415+6.6% | $5,632+21.4% | $5,982+14.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |