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 | $152,800 | $106,584+43.4% | $101,326+50.8% | $142,382+7.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 13.17% | 36.93%-23.8pp | 36.82%-23.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,350 | $3,956-40.6% | $3,665-35.9% | $4,299-45.3% |
| Participant deferral / active EE | $2,590 | $8,297-68.8% | $7,994-67.6% | $6,507-60.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |