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 | $128,669 | $148,534-13.4% | $135,903-5.3% | $139,434-7.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 23.11% | 79.19%-56.1pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $6,153 | $5,243+17.4% | $4,856+26.7% | $4,751+29.5% |
| Participant deferral / active EE | $4,418 | $8,100-45.5% | $7,758-43.1% | $6,710-34.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |