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 | $165,569 | $135,952+21.8% | $123,892+33.6% | $273,961-39.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.20% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,509 | $5,170-70.8% | $4,617-67.3% | $4,869-69.0% |
| Participant deferral / active EE | $2,667 | $6,343-57.9% | $5,984-55.4% | $5,287-49.6% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |