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 | $178,640 | $97,125+83.9% | $86,233+107.2% | $137,256+30.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.60% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,536 | $2,841+24.4% | $2,504+41.2% | $4,156-14.9% |
| Participant deferral / active EE | $7,367 | $5,180+42.2% | $4,559+61.6% | $6,407+15.0% |
| Admin fee / account holder | $77 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |