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 | $119,549 | $118,450+0.9% | $98,439+21.4% | $139,434-14.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.11% | 18.94%-0.8pp | 21.16%-3.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,833 | $3,609+6.2% | $3,048+25.8% | $4,751-19.3% |
| Participant deferral / active EE | $4,126 | $5,392-23.5% | $4,738-12.9% | $6,710-38.5% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |