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 | $133,132 | $100,970+31.9% | $96,576+37.9% | $137,256-3.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.81% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,120 | $8,286-26.1% | $7,956-23.1% | $6,407-4.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |