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 | $133,342 | $110,261+20.9% | $95,745+39.3% | $139,434-4.4% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 24.77% | 27.11%-2.3pp | 28.35%-3.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $2,682 | $3,257-17.7% | $2,835-5.4% | $4,751-43.5% |
| Participant deferral / active EE | $7,466 | $4,676+59.7% | $4,245+75.9% | $6,710+11.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |