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 | $165,460 | $136,307+21.4% | $106,619+55.2% | $273,961-39.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.08% | 11.05%-2.0pp | 9.42%-0.3pp | 41.45%-32.4pp |
| Employer contribution / active EE | $8,942 | $5,190+72.3% | $3,947+126.6% | $4,869+83.7% |
| Participant deferral / active EE | $7,434 | $4,969+49.6% | $3,930+89.2% | $5,287+40.6% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |