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 | $171,488 | $90,503+89.5% | $78,689+117.9% | $273,961-37.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.92% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,446 | $3,176-23.0% | $2,851-14.2% | $4,869-49.8% |
| Participant deferral / active EE | $4,340 | $3,901+11.2% | $3,517+23.4% | $5,287-17.9% |
| Admin fee / account holder | $198 | $5,263-96.2% | $4,510-95.6% | $10,132-98.0% |