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 | $153,188 | $104,251+46.9% | $91,001+68.3% | $147,584+3.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.67% | 27.06%-17.4pp | 4.60%+5.1pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,704 | $3,116-45.3% | $2,456-30.6% | $4,876-65.1% |
| Participant deferral / active EE | $4,825 | $4,195+15.0% | $3,547+36.0% | $5,439-11.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |