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 | $80,256 | $89,753-10.6% | $107,525-25.4% | $84,808-5.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.40% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,445 | $3,113+10.7% | $3,754-8.2% | $2,631+31.0% |
| Participant deferral / active EE | $7,705 | $4,056+90.0% | $5,116+50.6% | $4,212+82.9% |
| Admin fee / account holder | $233 | $7,222-96.8% | $8,919-97.4% | $7,344-96.8% |