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 | $176,370 | $168,632+4.6% | $147,614+19.5% | $125,391+40.7% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 0.96% | 77.65%-76.7pp | 61.98%-61.0pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,573 | $6,252-58.8% | $5,564-53.8% | $4,866-47.1% |
| Participant deferral / active EE | $4,700 | $5,507-14.7% | $4,895-4.0% | $5,352-12.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |