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 | $71,228 | $197,591-64.0% | $177,821-59.9% | $158,922-55.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.72% | 58.76%-50.0pp | 48.32%-39.6pp | 302.83%-294.1pp |
| Employer contribution / active EE | $10,719 | $6,697+60.0% | $5,918+81.1% | $4,761+125.1% |
| Participant deferral / active EE | $7,008 | $8,405-16.6% | $7,714-9.1% | $5,982+17.2% |
| Admin fee / account holder | $209 | $15,399-98.6% | $12,427-98.3% | $11,246-98.1% |