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 6-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 | $83,044 | $148,534-44.1% | $135,903-38.9% | $139,434-40.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.15% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,800 | $5,243-27.5% | $4,856-21.7% | $4,751-20.0% |
| Participant deferral / active EE | $15,185 | $8,100+87.5% | $7,758+95.7% | $6,710+126.3% |
| Admin fee / account holder | $288 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |