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 | $57,411 | $46,869+22.5% | $122,332-53.1% | $70,131-18.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 28.80% | 24.22%+4.6pp | 30.27%-1.5pp | 73.14%-44.3pp |
| Employer contribution / active EE | $6,971 | $1,288+441.3% | $4,050+72.1% | $2,342+197.6% |
| Participant deferral / active EE | $8,018 | $2,166+270.1% | $3,287+144.0% | $3,332+140.7% |
| Admin fee / account holder | $94 | $3,322-97.2% | $5,478-98.3% | $4,645-98.0% |