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 | $177,582 | $181,894-2.4% | $156,549+13.4% | $273,961-35.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 9.32% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,969 | $6,248-52.5% | $5,501-46.0% | $4,869-39.0% |
| Participant deferral / active EE | $6,809 | $5,550+22.7% | $4,871+39.8% | $5,287+28.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |