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 | $197,840 | $107,334+84.3% | $92,893+113.0% | $152,861+29.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 24.98% | 145.58%-120.6pp | 109.41%-84.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,600 | $4,221-62.1% | $3,653-56.2% | $4,762-66.4% |
| Participant deferral / active EE | $4,000 | $4,845-17.4% | $4,236-5.6% | $5,850-31.6% |
| Admin fee / account holder | -$408 | $7,079-105.8% | $5,794-107.0% | $11,596-103.5% |