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 | $217,496 | $181,894+19.6% | $156,549+38.9% | $273,961-20.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.85% | 30.74%-20.9pp | 32.23%-22.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,789 | $6,248-55.4% | $5,501-49.3% | $4,869-42.7% |
| Participant deferral / active EE | $2,875 | $5,550-48.2% | $4,871-41.0% | $5,287-45.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |