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 | $146,609 | $106,515+37.6% | $96,683+51.6% | $139,434+5.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 14.31% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $8,071 | $4,103+96.7% | $3,737+116.0% | $4,751+69.9% |
| Participant deferral / active EE | $5,143 | $5,454-5.7% | $4,878+5.4% | $6,710-23.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |