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 | $203,997 | $214,378-4.8% | $200,582+1.7% | $142,382+43.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.54% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,871 | $6,841-28.8% | $6,419-24.1% | $4,299+13.3% |
| Participant deferral / active EE | $11,518 | $9,865+16.8% | $9,331+23.4% | $6,507+77.0% |
| Admin fee / account holder | $3 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |