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 | $148,864 | $118,680+25.4% | $98,907+50.5% | $158,922-6.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 6.15% | 372.35%-366.2pp | 196.43%-190.3pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,363 | $3,333-59.1% | $2,689-49.3% | $4,761-71.4% |
| Participant deferral / active EE | $3,004 | $5,088-41.0% | $4,244-29.2% | $5,982-49.8% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |