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 | $98,858 | $98,750+0.1% | $149,696-34.0% | $79,858+23.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.20% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,893 | $3,216-10.0% | $4,644-37.7% | $2,471+17.1% |
| Participant deferral / active EE | $10,593 | $5,680+86.5% | $6,842+54.8% | $3,740+183.2% |
| Admin fee / account holder | $130 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |