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 | $116,697 | $112,881+3.4% | $90,951+28.3% | $158,922-26.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 9.69% | 215.79%-206.1pp | 134.60%-124.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $823 | $2,893-71.6% | $2,122-61.2% | $4,761-82.7% |
| Participant deferral / active EE | $4,022 | $4,128-2.5% | $3,373+19.3% | $5,982-32.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |