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 | $99,225 | $116,175-14.6% | $93,606+6.0% | $152,861-35.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 29.04% | 35.96%-6.9pp | 32.76%-3.7pp | 345.32%-316.3pp |
| Employer contribution / active EE | $6,320 | $3,218+96.4% | $2,718+132.5% | $4,762+32.7% |
| Participant deferral / active EE | $8,568 | $4,603+86.1% | $4,069+110.6% | $5,850+46.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |