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 | $111,623 | $133,922-16.7% | $116,228-4.0% | $142,382-21.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 12.98% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,587 | $3,446-54.0% | $2,994-47.0% | $4,299-63.1% |
| Participant deferral / active EE | $4,186 | $5,672-26.2% | $4,953-15.5% | $6,507-35.7% |
| Admin fee / account holder | $2 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |