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 | $193,100 | $163,101+18.4% | $136,749+41.2% | $142,382+35.6% |
| Participation rate | 70.0% | 78.2%-8.2pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 19.82% | 27.54%-7.7pp | 24.33%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,895 | $4,117-54.0% | $3,400-44.3% | $4,299-55.9% |
| Participant deferral / active EE | $8,152 | $5,585+46.0% | $4,692+73.7% | $6,507+25.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |