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 | $136,517 | $127,065+7.4% | $113,168+20.6% | $142,382-4.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.91% | 24.03%-8.1pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $12,166 | $3,442+253.4% | $2,975+308.9% | $4,299+183.0% |
| Participant deferral / active EE | $15,212 | $5,716+166.1% | $5,107+197.9% | $6,507+133.8% |
| Admin fee / account holder | $79 | $15,736-99.5% | $12,068-99.3% | $12,624-99.4% |