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 | $110,918 | $96,557+14.9% | $80,975+37.0% | $273,961-59.5% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 5.53% | 15.14%-9.6pp | 17.10%-11.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $8,781 | $4,868+80.4% | $3,714+136.4% | $4,869+80.4% |
| Participant deferral / active EE | $5,376 | $6,598-18.5% | $5,696-5.6% | $5,287+1.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |