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 | $36,706 | $153,772-76.1% | $133,980-72.6% | $273,961-86.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 32.56% | 36.51%-4.0pp | 29.30%+3.3pp | 41.45%-8.9pp |
| Employer contribution / active EE | $9,500 | $6,029+57.6% | $5,211+82.3% | $4,869+95.1% |
| Participant deferral / active EE | $12,844 | $6,958+84.6% | $6,282+104.5% | $5,287+142.9% |
| Admin fee / account holder | $288 | $11,765-97.6% | $9,324-96.9% | $10,132-97.2% |