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 | $109,377 | $228,332-52.1% | $185,823-41.1% | $158,922-31.2% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 17.50% | 40.80%-23.3pp | 35.95%-18.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,291 | $4,967-33.7% | $4,087-19.5% | $4,761-30.9% |
| Participant deferral / active EE | $4,597 | $6,415-28.3% | $5,632-18.4% | $5,982-23.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |