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 | $112,627 | $107,334+4.9% | $92,893+21.2% | $152,861-26.3% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 24.49% | 145.58%-121.1pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $746 | $4,221-82.3% | $3,653-79.6% | $4,762-84.3% |
| Participant deferral / active EE | $2,465 | $4,845-49.1% | $4,236-41.8% | $5,850-57.9% |
| Admin fee / account holder | $3 | $7,079-100.0% | $5,794-99.9% | $11,596-100.0% |