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 | $197,531 | $96,557+104.6% | $80,975+143.9% | $273,961-27.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.63% | 15.14%-6.5pp | 17.10%-8.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,245 | $4,868+7.7% | $3,714+41.2% | $4,869+7.7% |
| Participant deferral / active EE | $18,050 | $6,598+173.6% | $5,696+216.9% | $5,287+241.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |