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 | $159,899 | $127,065+25.8% | $113,168+41.3% | $142,382+12.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.02% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,799 | $3,442-18.7% | $2,975-5.9% | $4,299-34.9% |
| Participant deferral / active EE | $4,356 | $5,716-23.8% | $5,107-14.7% | $6,507-33.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |