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 | $117,521 | $112,096+4.8% | $95,952+22.5% | $158,922-26.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 12.47% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,890 | $3,198-40.9% | $2,541-25.6% | $4,761-60.3% |
| Participant deferral / active EE | $5,607 | $4,784+17.2% | $4,167+34.6% | $5,982-6.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |