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 | $202,386 | $228,332-11.4% | $185,823+8.9% | $158,922+27.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 20.48% | 40.80%-20.3pp | 35.95%-15.5pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,517 | $4,967-49.3% | $4,087-38.4% | $4,761-47.1% |
| Participant deferral / active EE | $7,931 | $6,415+23.6% | $5,632+40.8% | $5,982+32.6% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |