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 | $108,493 | $53,516+102.7% | $126,539-14.3% | $84,808+27.9% |
| Participation rate | 96.3% | 58.2%+38.0pp | 69.8%+26.5pp | 68.3%+28.0pp |
| Annual return | 18.33% | 58.34%-40.0pp | 425.95%-407.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,091 | $1,535+36.2% | $3,674-43.1% | $2,631-20.5% |
| Participant deferral / active EE | $7,463 | $2,671+179.5% | $4,083+82.8% | $4,212+77.2% |
| Admin fee / account holder | $226 | $4,497-95.0% | $6,065-96.3% | $7,344-96.9% |