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 | $214,908 | $162,781+32.0% | $133,956+60.4% | $158,922+35.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 6.55% | 41.94%-35.4pp | 45.09%-38.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $6,242 | $4,975+25.5% | $3,919+59.3% | $4,761+31.1% |
| Participant deferral / active EE | $6,114 | $5,911+3.4% | $5,048+21.1% | $5,982+2.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |