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 | $57,894 | $88,707-34.7% | $74,183-22.0% | $273,961-78.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.59% | 11.94%-1.4pp | 17.74%-7.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $7,457 | $3,159+136.0% | $2,370+214.6% | $4,869+53.2% |
| Participant deferral / active EE | $7,232 | $4,212+71.7% | $3,550+103.7% | $5,287+36.8% |
| Admin fee / account holder | $33 | $8,717-99.6% | $5,586-99.4% | $10,132-99.7% |