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 | $116,573 | $95,266+22.4% | $82,389+41.5% | $142,382-18.1% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 12.19% | 25.74%-13.5pp | 28.67%-16.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,948 | $2,991-1.5% | $2,517+17.1% | $4,299-31.4% |
| Participant deferral / active EE | $14,680 | $4,809+205.3% | $4,155+253.3% | $6,507+125.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |