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 | $116,687 | $228,332-48.9% | $185,823-37.2% | $158,922-26.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 17.02% | 40.80%-23.8pp | 35.95%-18.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $6,235 | $4,967+25.5% | $4,087+52.5% | $4,761+31.0% |
| Participant deferral / active EE | $17,246 | $6,415+168.9% | $5,632+206.2% | $5,982+188.3% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |