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 | $226,860 | $90,503+150.7% | $78,689+188.3% | $273,961-17.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.25% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $16,370 | $3,176+415.5% | $2,851+474.3% | $4,869+236.2% |
| Participant deferral / active EE | $12,354 | $3,901+216.7% | $3,517+251.3% | $5,287+133.7% |
| Admin fee / account holder | $66 | $5,263-98.7% | $4,510-98.5% | $10,132-99.4% |