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 | $124,847 | $98,750+26.4% | $149,696-16.6% | $79,858+56.3% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.6%+23.8pp |
| Annual return | 18.83% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,954 | $3,216-8.2% | $4,644-36.4% | $2,471+19.6% |
| Participant deferral / active EE | $6,802 | $5,680+19.8% | $6,842-0.6% | $3,740+81.9% |
| Admin fee / account holder | $155 | $6,053-97.4% | $9,309-98.3% | $5,306-97.1% |