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 | $127,601 | $90,503+41.0% | $78,689+62.2% | $273,961-53.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.37% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $4,240 | $3,176+33.5% | $2,851+48.8% | $4,869-12.9% |
| Participant deferral / active EE | $13,383 | $3,901+243.1% | $3,517+280.6% | $5,287+153.1% |
| Admin fee / account holder | $241 | $5,263-95.4% | $4,510-94.6% | $10,132-97.6% |