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 | $110,704 | $103,376+7.1% | $87,100+27.1% | $152,861-27.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.43% | 28.10%+0.3pp | 28.19%+0.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,640 | $3,220-18.0% | $2,521+4.7% | $4,762-44.6% |
| Participant deferral / active EE | $1,853 | $4,778-61.2% | $4,049-54.2% | $5,850-68.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |