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 | $111,315 | $107,334+3.7% | $92,893+19.8% | $152,861-27.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 26.81% | 145.58%-118.8pp | 109.41%-82.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,677 | $4,845+161.7% | $4,236+199.3% | $5,850+116.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |