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 | $139,639 | $114,381+22.1% | $107,525+29.9% | $142,382-1.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.87% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,486 | $4,015-38.1% | $3,754-33.8% | $4,299-42.2% |
| Participant deferral / active EE | $12,392 | $5,564+122.7% | $5,116+142.2% | $6,507+90.4% |
| Admin fee / account holder | $95 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |