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 | $113,395 | $112,881+0.5% | $90,951+24.7% | $158,922-28.6% |
| Participation rate | 73.7% | 74.7%-1.0pp | 69.0%+4.7pp | 82.0%-8.3pp |
| Annual return | 16.07% | 215.79%-199.7pp | 134.60%-118.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,052 | $2,893-29.1% | $2,122-3.3% | $4,761-56.9% |
| Participant deferral / active EE | $5,866 | $4,128+42.1% | $3,373+73.9% | $5,982-1.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |