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 | $111,933 | $105,859+5.7% | $90,160+24.1% | $147,584-24.2% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 12.15% | 37.63%-25.5pp | 34.88%-22.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $3,204 | $4,126-22.4% | $3,318-3.4% | $4,876-34.3% |
| Participant deferral / active EE | $6,761 | $5,733+17.9% | $5,288+27.9% | $5,439+24.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |