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 | $116,213 | $127,777-9.1% | $106,548+9.1% | $167,490-30.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 18.74% | 33.87%-15.1pp | 26.80%-8.1pp | 478.56%-459.8pp |
| Employer contribution / active EE | $5,091 | $3,427+48.6% | $2,819+80.6% | $4,837+5.2% |
| Participant deferral / active EE | $5,200 | $5,087+2.2% | $4,398+18.2% | $6,341-18.0% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |