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 | $82,818 | $108,825-23.9% | $156,181-47.0% | $82,448+0.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.66% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $5,814 | $2,870+102.6% | $4,294+35.4% | $2,551+127.9% |
| Participant deferral / active EE | $5,020 | $4,577+9.7% | $6,132-18.1% | $4,139+21.3% |
| Admin fee / account holder | $299 | $9,341-96.8% | $14,586-98.0% | $7,234-95.9% |