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 | $113,659 | $135,952-16.4% | $123,892-8.3% | $273,961-58.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 13.42% | 56.63%-43.2pp | 47.52%-34.1pp | 41.45%-28.0pp |
| Employer contribution / active EE | $20,570 | $5,170+297.9% | $4,617+345.5% | $4,869+322.5% |
| Participant deferral / active EE | $12,679 | $6,343+99.9% | $5,984+111.9% | $5,287+139.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |