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 | $68,438 | $817,678-91.6% | $392,568-82.6% | $152,861-55.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 26.76% | 22.84%+3.9pp | 24.42%+2.3pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,737 | $5,502-32.1% | $3,783-1.2% | $4,762-21.5% |
| Participant deferral / active EE | $6,485 | $8,398-22.8% | $5,985+8.3% | $5,850+10.8% |
| Admin fee / account holder | $125 | $12,095-99.0% | $6,260-98.0% | $11,596-98.9% |