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 | $184,839 | $185,822-0.5% | $169,993+8.7% | $139,434+32.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 20.63% | 60.50%-39.9pp | 53.37%-32.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,454 | $7,590-80.8% | $6,785-78.6% | $4,751-69.4% |
| Participant deferral / active EE | $11,898 | $11,622+2.4% | $10,408+14.3% | $6,710+77.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |