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 | $159,544 | $102,828+55.2% | $105,387+51.4% | $152,861+4.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.52% | 20.85%+5.7pp | 26.82%-0.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,928 | $4,473-12.2% | $4,213-6.8% | $4,762-17.5% |
| Participant deferral / active EE | $6,709 | $5,465+22.8% | $5,502+21.9% | $5,850+14.7% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |