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 | $103,930 | $201,259-48.4% | $184,200-43.6% | $145,959-28.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.29% | 28.98%-12.7pp | 28.80%-12.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $4,315 | $7,018-38.5% | $6,424-32.8% | $4,661-7.4% |
| Participant deferral / active EE | $5,996 | $9,806-38.9% | $9,132-34.3% | $6,689-10.4% |
| Admin fee / account holder | $287 | $16,372-98.2% | $13,907-97.9% | $13,398-97.9% |