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 | $93,586 | $96,965-3.5% | $97,995-4.5% | $147,584-36.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 82.4%+3.3pp | 82.8%+2.9pp |
| Annual return | 16.60% | 24.11%-7.5pp | 23.94%-7.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,176 | $4,536-30.0% | $4,158-23.6% | $4,876-34.9% |
| Participant deferral / active EE | $1,808 | $5,081-64.4% | $5,097-64.5% | $5,439-66.8% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |