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 6-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 | $59,311 | $176,812-66.5% | $146,665-59.6% | $167,490-64.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.76% | 24.03%+1.7pp | 22.74%+3.0pp | 478.56%-452.8pp |
| Employer contribution / active EE | $12,818 | $5,160+148.4% | $4,136+209.9% | $4,837+165.0% |
| Participant deferral / active EE | $26,573 | $6,440+312.6% | $5,506+382.6% | $6,341+319.0% |
| Admin fee / account holder | $195 | $13,259-98.5% | $10,280-98.1% | $12,309-98.4% |