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 | $52,805 | $135,952-61.2% | $123,892-57.4% | $273,961-80.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.99% | 56.63%-42.6pp | 47.52%-33.5pp | 41.45%-27.5pp |
| Employer contribution / active EE | $12,306 | $5,170+138.0% | $4,617+166.5% | $4,869+152.8% |
| Participant deferral / active EE | $10,881 | $6,343+71.6% | $5,984+81.8% | $5,287+105.8% |
| Admin fee / account holder | $283 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |