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 | $176,878 | $153,772+15.0% | $133,980+32.0% | $273,961-35.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.56% | 36.51%-25.0pp | 29.30%-17.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,377 | $6,029-44.0% | $5,211-35.2% | $4,869-30.6% |
| Participant deferral / active EE | $12,351 | $6,958+77.5% | $6,282+96.6% | $5,287+133.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |