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 | $139,974 | $104,974+33.3% | $95,585+46.4% | $142,382-1.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 16.69% | 210.33%-193.6pp | 38.56%-21.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,921 | $2,779+41.1% | $2,527+55.2% | $4,299-8.8% |
| Participant deferral / active EE | $6,908 | $4,352+58.7% | $4,023+71.7% | $6,507+6.2% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |