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 | $122,436 | $140,588-12.9% | $123,104-0.5% | $125,391-2.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | 1.30% | 16.80%-15.5pp | 13.22%-11.9pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,772 | $6,041-70.7% | $5,151-65.6% | $4,866-63.6% |
| Participant deferral / active EE | $7,224 | $6,980+3.5% | $6,230+16.0% | $5,352+35.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |