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 | $134,963 | $106,584+26.6% | $101,326+33.2% | $142,382-5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.70% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,393 | $3,956+36.3% | $3,665+47.1% | $4,299+25.4% |
| Participant deferral / active EE | $7,726 | $8,297-6.9% | $7,994-3.3% | $6,507+18.7% |
| Admin fee / account holder | $39 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |