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 | $102,379 | $83,337+22.8% | $67,834+50.9% | $273,961-62.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.21% | 259.45%-252.2pp | 138.47%-131.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,151 | $3,287+26.3% | $2,403+72.7% | $4,869-14.7% |
| Participant deferral / active EE | $8,626 | $4,088+111.0% | $3,160+173.0% | $5,287+63.1% |
| Admin fee / account holder | $258 | $6,752-96.2% | $4,622-94.4% | $10,132-97.5% |