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 | $162,078 | $92,798+74.7% | $96,707+67.6% | $137,256+18.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 80.4%+3.0pp | 80.0%+3.4pp |
| Annual return | 17.34% | 31.24%-13.9pp | 34.78%-17.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,651 | $5,877-3.8% | $5,997-5.8% | $6,407-11.8% |
| Admin fee / account holder | $2 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |