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 | $137,632 | $154,228-10.8% | $145,433-5.4% | $137,256+0.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.00% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,402 | $4,804-8.4% | $4,554-3.3% | $4,156+5.9% |
| Participant deferral / active EE | $8,824 | $8,216+7.4% | $7,897+11.7% | $6,407+37.7% |
| Admin fee / account holder | $204 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |