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 | $99,341 | $163,101-39.1% | $136,749-27.4% | $142,382-30.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 16.11% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,841 | $4,117-6.7% | $3,400+13.0% | $4,299-10.6% |
| Participant deferral / active EE | $6,221 | $5,585+11.4% | $4,692+32.6% | $6,507-4.4% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |