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 | $133,775 | $117,983+13.4% | $101,794+31.4% | $142,382-6.0% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 11.25% | 36.92%-25.7pp | 30.53%-19.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $10,573 | $2,773+281.3% | $2,289+361.9% | $4,299+145.9% |
| Participant deferral / active EE | $11,409 | $4,714+142.0% | $4,084+179.4% | $6,507+75.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |