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 | $123,260 | $185,822-33.7% | $169,993-27.5% | $139,434-11.6% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 22.84% | 60.50%-37.7pp | 53.37%-30.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $4,689 | $7,590-38.2% | $6,785-30.9% | $4,751-1.3% |
| Participant deferral / active EE | $11,641 | $11,622+0.2% | $10,408+11.8% | $6,710+73.5% |
| Admin fee / account holder | $93 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |