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 | $202,294 | $138,347+46.2% | $184,203+9.8% | $80,856+150.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.45% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,947 | $4,850-18.6% | $6,427-38.6% | $2,755+43.3% |
| Participant deferral / active EE | $7,840 | $7,071+10.9% | $9,131-14.1% | $4,296+82.5% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |