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 | $221,807 | $90,503+145.1% | $78,689+181.9% | $273,961-19.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.06% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $11,582 | $3,176+264.7% | $2,851+306.3% | $4,869+137.9% |
| Participant deferral / active EE | $6,299 | $3,901+61.4% | $3,517+79.1% | $5,287+19.1% |
| Admin fee / account holder | $55 | $5,263-98.9% | $4,510-98.8% | $10,132-99.5% |