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 | $55,713 | $135,952-59.0% | $123,892-55.0% | $273,961-79.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.34% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $18,294 | $5,170+253.9% | $4,617+296.2% | $4,869+275.7% |
| Participant deferral / active EE | $6,694 | $6,343+5.5% | $5,984+11.9% | $5,287+26.6% |
| Admin fee / account holder | $298 | $9,817-97.0% | $8,357-96.4% | $10,132-97.1% |