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 | $183,406 | $117,859+55.6% | $102,438+79.0% | $145,959+25.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 11.99% | 31.72%-19.7pp | 29.37%-17.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,060 | $3,615-15.4% | $3,024+1.2% | $4,661-34.3% |
| Participant deferral / active EE | $11,342 | $5,732+97.9% | $5,054+124.4% | $6,689+69.6% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |