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 | $97,110 | $127,065-23.6% | $113,168-14.2% | $142,382-31.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.63% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $6,688 | $3,442+94.3% | $2,975+124.8% | $4,299+55.6% |
| Participant deferral / active EE | $8,712 | $5,716+52.4% | $5,107+70.6% | $6,507+33.9% |
| Admin fee / account holder | $5 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |