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 | $88,611 | $227,553-61.1% | $189,557-53.3% | $167,490-47.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.16% | 78.40%-61.2pp | 64.17%-47.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $7,362 | $5,316+38.5% | $4,412+66.8% | $4,837+52.2% |
| Participant deferral / active EE | $14,307 | $7,002+104.3% | $6,174+131.7% | $6,341+125.6% |
| Admin fee / account holder | $5 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |