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 | $144,565 | $127,065+13.8% | $113,168+27.7% | $142,382+1.5% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 15.76% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,553 | $3,442-54.9% | $2,975-47.8% | $4,299-63.9% |
| Participant deferral / active EE | $2,541 | $5,716-55.5% | $5,107-50.2% | $6,507-60.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |