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 | $192,417 | $111,754+72.2% | $103,333+86.2% | $145,922+31.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.62% | 24.77%-14.1pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,871 | $4,212-55.6% | $3,868-51.6% | $4,660-59.8% |
| Participant deferral / active EE | $13,714 | $5,619+144.1% | $5,057+171.2% | $6,688+105.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |