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 | $183,443 | $131,829+39.2% | $108,579+68.9% | $273,961-33.0% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 5.70% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $6,562 | $4,912+33.6% | $3,758+74.6% | $4,869+34.8% |
| Participant deferral / active EE | $13,522 | $5,127+163.7% | $4,311+213.7% | $5,287+155.8% |
| Admin fee / account holder | $45 | $10,252-99.6% | $7,645-99.4% | $10,132-99.6% |