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 | $123,103 | $104,251+18.1% | $91,001+35.3% | $147,584-16.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.25% | 27.06%-9.8pp | 4.60%+12.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $877 | $3,116-71.9% | $2,456-64.3% | $4,876-82.0% |
| Participant deferral / active EE | $8,142 | $4,195+94.1% | $3,547+129.5% | $5,439+49.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |