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 | $112,541 | $165,335-31.9% | $149,696-24.8% | $158,922-29.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.87% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $15,667 | $5,103+207.0% | $4,644+237.3% | $4,761+229.1% |
| Participant deferral / active EE | $8,699 | $7,181+21.1% | $6,842+27.1% | $5,982+45.4% |
| Admin fee / account holder | $54 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |