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 | $245,373 | $105,630+132.3% | $87,507+180.4% | $273,961-10.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.86% | 12.25%-4.4pp | 12.21%-4.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,464 | $3,141-21.5% | $2,550-3.4% | $4,869-49.4% |
| Participant deferral / active EE | $12,965 | $3,601+260.1% | $3,149+311.7% | $5,287+145.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |