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 | $118,403 | $107,334+10.3% | $92,893+27.5% | $152,861-22.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 28.40% | 145.58%-117.2pp | 109.41%-81.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,028 | $4,221-51.9% | $3,653-44.5% | $4,762-57.4% |
| Participant deferral / active EE | $7,985 | $4,845+64.8% | $4,236+88.5% | $5,850+36.5% |
| Admin fee / account holder | $3 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |