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 | $134,077 | $118,680+13.0% | $98,907+35.6% | $158,922-15.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 11.19% | 372.35%-361.2pp | 196.43%-185.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $956 | $3,333-71.3% | $2,689-64.5% | $4,761-79.9% |
| Participant deferral / active EE | $2,642 | $5,088-48.1% | $4,244-37.8% | $5,982-55.8% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |