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 | $74,833 | $103,376-27.6% | $87,100-14.1% | $152,861-51.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 29.13% | 28.10%+1.0pp | 28.19%+0.9pp | 345.32%-316.2pp |
| Employer contribution / active EE | $3,623 | $3,220+12.5% | $2,521+43.7% | $4,762-23.9% |
| Participant deferral / active EE | $11,553 | $4,778+141.8% | $4,049+185.4% | $5,850+97.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |