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 | $85,804 | $98,750-13.1% | $149,696-42.7% | $79,858+7.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.88% | 27.43%-6.5pp | 276.60%-255.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $4,859 | $3,216+51.1% | $4,644+4.6% | $2,471+96.7% |
| Participant deferral / active EE | $7,601 | $5,680+33.8% | $6,842+11.1% | $3,740+103.2% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |