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 | $126,199 | $210,408-40.0% | $153,485-17.8% | $145,922-13.5% |
| Participation rate | 90.9% | 82.1%+8.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 19.27% | 13.37%+5.9pp | 15.65%+3.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $4,162 | $6,048-31.2% | $5,039-17.4% | $4,660-10.7% |
| Participant deferral / active EE | $7,824 | $7,975-1.9% | $6,757+15.8% | $6,688+17.0% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |