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 | $136,910 | $181,894-24.7% | $156,549-12.5% | $273,961-50.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 129.89% | 30.74%+99.1pp | 32.23%+97.7pp | 41.45%+88.4pp |
| Employer contribution / active EE | $2,167 | $6,248-65.3% | $5,501-60.6% | $4,869-55.5% |
| Participant deferral / active EE | $4,645 | $5,550-16.3% | $4,871-4.6% | $5,287-12.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |