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 | $183,948 | $201,272-8.6% | $184,203-0.1% | $145,922+26.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.98% | 29.00%-9.0pp | 28.81%-8.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,562 | $7,022-49.3% | $6,427-44.6% | $4,660-23.5% |
| Participant deferral / active EE | $8,766 | $9,806-10.6% | $9,131-4.0% | $6,688+31.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |