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 | $185,892 | $106,584+74.4% | $101,326+83.5% | $142,382+30.6% |
| Participation rate | 82.6% | 82.7%-0.1pp | 81.5%+1.1pp | 80.1%+2.5pp |
| Annual return | 14.87% | 36.93%-22.1pp | 36.82%-21.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,250 | $8,297-12.6% | $7,994-9.3% | $6,507+11.4% |
| Admin fee / account holder | $203 | $11,446-98.2% | $11,185-98.2% | $12,624-98.4% |