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 | $108,874 | $127,386-14.5% | $115,037-5.4% | $125,391-13.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 1.10% | 31.28%-30.2pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $2,315 | $5,166-55.2% | $4,608-49.8% | $4,866-52.4% |
| Participant deferral / active EE | $8,203 | $6,423+27.7% | $6,026+36.1% | $5,352+53.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |